Swedbank
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Swedbank’s Whirlpool WHR Stock Holding History

Swedbank’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
2023
Q4 		– Sell
-40,440
Closed -$5.41M – 721
2023
Q3 		$5.41M Sell
40,440
-11,976
-23% -$1.69M 0.01% 495
2023
Q2 		$7.8M Sell
52,416
-3,391
-6% -$466K 0.01% 452
2023
Q1 		$7.37M Buy
55,807
+88
+0.2% +$12.5K 0.01% 455
2022
Q4 		$7.88M Sell
55,719
-440
-0.8% -$62.6K 0.02% 452
2022
Q3 		$7.57M Sell
56,159
-744
-1% -$118K 0.02% 445
2022
Q2 		$8.81M Buy
56,903
+557
+1% +$96.9K 0.02% 442
2022
Q1 		$9.74M Buy
56,346
+574
+1% +$116K 0.02% 450
2021
Q4 		$13M Sell
55,772
-4,339
-7% -$953K 0.02% 427
2021
Q3 		$12.3M Buy
60,111
+52
+0.1% +$11.4K 0.02% 434
2021
Q2 		$13.1M Buy
60,059
+17,080
+40% +$3.98M 0.02% 428
2021
Q1 		$9.47M Buy
+42,979
New +$8.53M 0.02% 472

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank's WHR Position: Q4 2023 in Review

Swedbank sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 40,440 shares — an estimated $5.41M sold.

Swedbank first reported a position in WHR in Q1 2021 and held it in 11 quarters. The position peaked at $13.1M in Q2 2021. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Swedbank reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Swedbank sold 40,440 Whirlpool shares in Q4 2023, an estimated $5.41M.
  • Swedbank first reported a position in Whirlpool in Q1 2021 and held it in 11 quarters.
  • Swedbank's Whirlpool position peaked at $13.1M in Q2 2021.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Swedbank's 13F filing for Q4 2023, filed 6 Dec 2024.