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SVB Wealth’s Whirlpool WHR Stock Holding History

SVB Wealth’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
-1,811
Closed -$217K – 831
2024
Q1 		$217K Buy
+1,811
New +$202K ﹤0.01% 736
2023
Q4 		– Sell
-2,727
Closed -$365K – 953
2023
Q3 		$365K Buy
2,727
+173
+7% +$24.4K 0.01% 549
2023
Q2 		$380K Sell
2,554
-461
-15% -$63.3K 0.01% 573
2023
Q1 		$398K Sell
3,015
-692
-19% -$98.6K 0.01% 610
2022
Q4 		$524K Buy
3,707
+1,209
+48% +$172K 0.01% 546
2022
Q3 		$337K Buy
2,498
+60
+2% +$9.55K ﹤0.01% 654
2022
Q2 		$378K Buy
2,438
+225
+10% +$39.1K 0.01% 498
2022
Q1 		$383K Buy
2,213
+480
+28% +$97.3K 0.01% 512
2021
Q4 		$407K Sell
1,733
-7,857
-82% -$1.73M 0.01% 495
2021
Q3 		$1.96M Buy
9,590
+1,817
+23% +$398K 0.03% 263
2021
Q2 		$1.7M Buy
7,773
+1,358
+21% +$316K 0.02% 281
2021
Q1 		$1.41M Buy
6,415
+1,673
+35% +$332K 0.02% 290
2020
Q4 		$856K Buy
4,742
+1,789
+61% +$343K 0.01% 355
2020
Q3 		$543K Buy
+2,953
New +$491K 0.01% 378
2017
Q4 		– Sell
-2,909
Closed -$537K – 496
2017
Q3 		$537K Buy
2,909
+173
+6% +$30.9K 0.02% 339
2017
Q2 		$524K Hold
2,736
– – 0.02% 346
2017
Q1 		$469K Buy
2,736
+300
+12% +$53.3K 0.02% 360
2016
Q4 		$443K Buy
2,436
+155
+7% +$25.7K 0.02% 363
2016
Q3 		$370K Buy
+2,281
New +$404K 0.02% 383
2016
Q2 		– Sell
-1,211
Closed -$218K – 523
2016
Q1 		$218K Sell
1,211
-289
-19% -$43.1K 0.01% 486
2015
Q4 		$220K Buy
+1,500
New +$233K 0.01% 499

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SVB Wealth's WHR Position: Q2 2024 in Review

SVB Wealth sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 1,811 shares — an estimated $217K sold.

SVB Wealth first reported a position in WHR in Q4 2015 and held it in 21 quarters. The position peaked at $1.96M in Q3 2021. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • SVB Wealth reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 1,811 Whirlpool shares in Q2 2024, an estimated $217K.
  • SVB Wealth first reported a position in Whirlpool in Q4 2015 and held it in 21 quarters.
  • SVB Wealth's Whirlpool position peaked at $1.96M in Q3 2021.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.