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TD Capital Management’s Whirlpool WHR Stock Holding History

TD Capital 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
Q2 		– Sell
-2
Closed -$239 – 534
2024
Q1 		$239 Buy
+2
New +$223 ﹤0.01% 504
2023
Q4 		– Sell
-221
Closed -$29.6K – 436
2023
Q3 		$29.6K Buy
221
+3
+1% +$424 ﹤0.01% 215
2023
Q2 		$32.5K Buy
218
+2
+0.9% +$275 ﹤0.01% 212
2023
Q1 		$28.5K Buy
216
+3
+1% +$427 ﹤0.01% 214
2022
Q4 		$30.1K Buy
213
+2
+0.9% +$284 ﹤0.01% 194
2022
Q3 		$28K Buy
+211
New +$33.6K ﹤0.01% 191
2022
Q1 		– Sell
-105
Closed -$25K – 343
2021
Q4 		$25K Buy
105
+1
+1% +$220 ﹤0.01% 208
2021
Q3 		$21K Hold
104
– – ﹤0.01% 203
2021
Q2 		$23K Buy
104
+1
+1% +$233 ﹤0.01% 192
2021
Q1 		$23K Buy
103
+1
+1% +$198 ﹤0.01% 181
2020
Q4 		$18K Hold
102
– – ﹤0.01% 174
2020
Q3 		$19K Buy
102
+1
+1% +$166 ﹤0.01% 153
2020
Q2 		$13K Buy
101
+1
+1% +$114 ﹤0.01% 159
2020
Q1 		$9K Buy
+100
New +$13.1K ﹤0.01% 164

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

TD Capital Management's WHR Position: Q2 2024 in Review

TD Capital Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 2 shares — an estimated $239 sold.

TD Capital Management first reported a position in WHR in Q1 2020 and held it in 14 quarters. The position peaked at $32.5K in Q2 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • TD Capital Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • TD Capital Management sold 2 Whirlpool shares in Q2 2024, an estimated $239.
  • TD Capital Management first reported a position in Whirlpool in Q1 2020 and held it in 14 quarters.
  • TD Capital Management's Whirlpool position peaked at $32.5K in Q2 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on TD Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.