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Sumitomo Mitsui Financial Group’s Whirlpool WHR Stock Holding History

Sumitomo Mitsui Financial Group’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
Q2 		– Sell
-4,259
Closed -$510K – 189
2024
Q1 		$510K Sell
4,259
-4,035
-49% -$450K 0.02% 113
2023
Q4 		$1.01M Buy
8,294
+483
+6% +$56.3K 0.03% 95
2023
Q3 		$1.04M Sell
7,811
-2,692
-26% -$380K 0.03% 94
2023
Q2 		$1.56M Buy
10,503
+38
+0.4% +$5.22K 0.05% 85
2023
Q1 		$1.38M Buy
10,465
+866
+9% +$123K 0.04% 96
2022
Q4 		$1.36M Sell
9,599
-1,548
-14% -$220K 0.05% 97
2022
Q3 		$1.5M Buy
11,147
+468
+4% +$74.5K 0.06% 100
2022
Q2 		$1.65M Sell
10,679
-1,083
-9% -$188K 0.05% 115
2022
Q1 		$2.03M Sell
11,762
-944
-7% -$191K 0.06% 105
2021
Q4 		$2.98M Buy
12,706
+1,157
+10% +$254K 0.09% 88
2021
Q3 		$2.35M Buy
11,549
+4,784
+71% +$1.05M 0.05% 95
2021
Q2 		$1.48M Buy
6,765
+2,227
+49% +$519K 0.03% 96
2021
Q1 		$1M Buy
4,538
+1,075
+31% +$213K 0.02% 107
2020
Q4 		$625K Buy
3,463
+1,541
+80% +$295K 0.02% 105
2020
Q3 		$353K Buy
1,922
+321
+20% +$53.3K 0.01% 112
2020
Q2 		$207K Buy
1,601
+538
+51% +$61.6K 0.01% 106
2020
Q1 		$91K Buy
+1,063
New +$140K ﹤0.01% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sumitomo Mitsui Financial Group's WHR Position: Q2 2024 in Review

Sumitomo Mitsui Financial Group sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 4,259 shares — an estimated $510K sold.

Sumitomo Mitsui Financial Group first reported a position in WHR in Q1 2020 and held it in 17 quarters. The position peaked at $2.98M in Q4 2021. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Sumitomo Mitsui Financial Group reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 4,259 Whirlpool shares in Q2 2024, an estimated $510K.
  • Sumitomo Mitsui Financial Group first reported a position in Whirlpool in Q1 2020 and held it in 17 quarters.
  • Sumitomo Mitsui Financial Group's Whirlpool position peaked at $2.98M in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.