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Tucker Asset Management’s Whirlpool WHR Stock Holding History

Tucker Asset 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
-25
Closed -$2.99K – 1803
2024
Q1 		$2.99K Hold
25
– – ﹤0.01% 1227
2023
Q4 		$3.04K Hold
25
– – ﹤0.01% 1038
2023
Q3 		$3.34K Buy
+25
New +$3.53K ﹤0.01% 922
2022
Q2 		– Sell
-9
Closed -$1.55K – 704
2022
Q1 		$1.55K Buy
+9
New +$1.82K ﹤0.01% 451
2021
Q1 		– Sell
-4
Closed -$722 – 398
2020
Q4 		$722 Buy
+4
New +$766 ﹤0.01% 351

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

Tucker Asset Management's WHR Position: Q2 2024 in Review

Tucker Asset Management sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 25 shares — an estimated $2.99K sold.

Tucker Asset Management first reported a position in WHR in Q4 2020 and held it in 5 quarters. The position peaked at $3.34K in Q3 2023. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Tucker Asset Management reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 25 Whirlpool shares in Q2 2024, an estimated $2.99K.
  • Tucker Asset Management first reported a position in Whirlpool in Q4 2020 and held it in 5 quarters.
  • Tucker Asset Management's Whirlpool position peaked at $3.34K in Q3 2023.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.