USS Investment Management’s Whirlpool WHR Stock Holding History

USS Investment 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 Q1	–	Sell	-10,029	Closed	-$1.22M	–	556
2023 Q4	$1.22M	Hold	10,029	–	–	0.01%	531
2023 Q3	$1.34M	Buy	10,029 +1,094	+12%	+$155K	0.01%	523
2023 Q2	$1.33M	Sell	8,935 -5,700	-39%	-$783K	0.02%	537
2023 Q1	$1.93M	Sell	14,635 -3,812	-21%	-$543K	0.03%	499
2022 Q4	$2.61M	Hold	18,447	–	–	0.04%	451
2022 Q3	$2.49M	Sell	18,447 -4,494	-20%	-$715K	0.04%	451
2022 Q2	$3.55M	Sell	22,941 -1,128	-5%	-$196K	0.04%	454
2022 Q1	$4.16M	Buy	24,069 +4,460	+23%	+$904K	0.03%	484
2021 Q4	$4.6M	Hold	19,609	–	–	0.03%	462
2021 Q3	$4M	Buy	19,609 +7,328	+60%	+$1.61M	0.03%	487
2021 Q2	$2.68M	Hold	12,281	–	–	0.02%	377
2021 Q1	$2.71M	Hold	12,281	–	–	0.02%	356
2020 Q4	$2.22M	Hold	12,281	–	–	0.02%	364
2020 Q3	$2.26M	Hold	12,281	–	–	0.02%	347
2020 Q2	$1.59M	Buy	+12,281	New	+$1.41M	0.02%	401

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

USS Investment Management's WHR Position: Q1 2024 in Review

USS Investment Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 10,029 shares — an estimated $1.22M sold.

USS Investment Management first reported a position in WHR in Q2 2020 and held it in 15 quarters. The position peaked at $4.6M in Q4 2021. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

USS Investment Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
USS Investment Management sold 10,029 Whirlpool shares in Q1 2024, an estimated $1.22M.
USS Investment Management first reported a position in Whirlpool in Q2 2020 and held it in 15 quarters.
USS Investment Management's Whirlpool position peaked at $4.6M in Q4 2021.
562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on USS Investment Management's 13F filing for Q1 2024, filed 15 May 2024.