SSC
WHR icon

Syverson Strege & Co’s Whirlpool WHR Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-291
Closed -$38.4K – 628
2023
Q1 		$38.4K Buy
291
+2
+0.7% +$285 0.02% 141
2022
Q4 		$40.9K Buy
289
+1
+0.3% +$142 0.02% 136
2022
Q3 		$39K Buy
288
+2
+0.7% +$318 0.02% 130
2022
Q2 		$44K Buy
286
+1
+0.4% +$174 0.02% 139
2022
Q1 		$49K Sell
285
-461
-62% -$93.4K 0.05% 127
2021
Q4 		$175K Sell
746
-166
-18% -$36.5K 0.13% 72
2021
Q3 		$186K Buy
912
+629
+222% +$138K 0.15% 63
2021
Q2 		$62K Buy
283
+1
+0.4% +$233 0.06% 116
2021
Q1 		$62K Sell
282
-231
-45% -$45.9K 0.06% 108
2020
Q4 		$93K Buy
+513
New +$98.3K 0.09% 89

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Syverson Strege & Co's WHR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Whirlpool (WHR) in Q2 2023, closing a stake of 291 shares — an estimated $38.4K sold.

Syverson Strege & Co first reported a position in WHR in Q4 2020 and held it in 10 quarters. The position peaked at $186K in Q3 2021. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Syverson Strege & Co reported no remaining Whirlpool position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 291 Whirlpool shares in Q2 2023, an estimated $38.4K.
  • Syverson Strege & Co first reported a position in Whirlpool in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Whirlpool position peaked at $186K in Q3 2021.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.