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Sugarloaf Wealth Management’s Whirlpool WHR Stock Holding History

Sugarloaf Wealth Management’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$28.3K Hold
247
– – 0.01% 364
2024
Q3 		$26.4K Sell
247
-813
-77% -$81.7K 0.01% 377
2024
Q2 		$108K Buy
1,060
+783
+283% +$76.3K 0.02% 228
2024
Q1 		$33.1K Buy
277
+3
+1% +$334 0.01% 338
2023
Q4 		$33.4K Hold
274
– – 0.01% 326
2023
Q3 		$36.6K Buy
274
+27
+11% +$3.81K 0.01% 325
2023
Q2 		$36.8K Sell
247
-281
-53% -$38.6K 0.01% 326
2023
Q1 		$69.8K Sell
528
-52
-9% -$7.41K 0.02% 240
2022
Q4 		$82.1K Sell
580
-774
-57% -$110K 0.02% 220
2022
Q3 		$183K Buy
1,354
+571
+73% +$90.9K 0.05% 130
2022
Q2 		$121K Buy
783
+38
+5% +$6.61K 0.03% 170
2022
Q1 		$132K Buy
745
+406
+120% +$82.3K 0.03% 164
2021
Q4 		$79K Buy
339
+6
+2% +$1.32K 0.02% 228
2021
Q3 		$68K Buy
333
+86
+35% +$18.9K 0.02% 235
2021
Q2 		$54K Hold
247
– – 0.01% 260
2021
Q1 		$54 Hold
247
– – 0.02% 262
2020
Q4 		$45K Hold
247
– – 0.02% 264
2020
Q3 		$45K Hold
247
– – 0.02% 251
2020
Q2 		$32K Hold
247
– – 0.01% 294
2020
Q1 		$21K Hold
247
– – 0.01% 331
2019
Q4 		$36K Buy
+247
New +$37.3K 0.02% 285

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sugarloaf Wealth Management's WHR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Whirlpool (WHR) position steady in Q4 2024 at 247 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #364.

Sugarloaf Wealth Management first reported a position in WHR in Q4 2019 and has held it in 21 quarters since. The position peaked at $183K in Q3 2022. 543 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Sugarloaf Wealth Management held 247 shares of Whirlpool worth $28.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its Whirlpool share count unchanged in Q4 2024.
  • Whirlpool made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #364 holding.
  • Sugarloaf Wealth Management first reported a position in Whirlpool in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Whirlpool position peaked at $183K in Q3 2022.
  • 543 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.