The Family Firm’s Whirlpool WHR Stock Holding History

The Family Firm’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 Q3	–	Sell	-139	Closed	-$14.2K	–	847
2024 Q2	$14.2K	Buy	+139	New	+$13.5K	﹤0.01%	624

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

The Family Firm's WHR Position: Q3 2024 in Review

The Family Firm sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 139 shares — an estimated $14.2K sold.

The Family Firm first reported a position in WHR in Q2 2024 and held it in 1 quarter. The position peaked at $14.2K in Q2 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

The Family Firm reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 139 Whirlpool shares in Q3 2024, an estimated $14.2K.
The Family Firm first reported a position in Whirlpool in Q2 2024 and held it in 1 quarter.
The Family Firm's Whirlpool position peaked at $14.2K in Q2 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.