VSQM
WHR icon

V-Square Quantitative Management’s Whirlpool WHR Stock Holding History

V-Square Quantitative 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
-1,786
Closed -$217K – 581
2023
Q4 		$217K Buy
1,786
+100
+6% +$11.7K 0.04% 415
2023
Q3 		$225K Buy
1,686
+1,355
+409% +$191K 0.1% 271
2023
Q2 		$49.2K Buy
+331
New +$45.5K 0.04% 300

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

V-Square Quantitative Management's WHR Position: Q1 2024 in Review

V-Square Quantitative Management sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 1,786 shares — an estimated $217K sold.

V-Square Quantitative Management first reported a position in WHR in Q2 2023 and held it in 3 quarters. The position peaked at $225K in Q3 2023. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • V-Square Quantitative Management reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • V-Square Quantitative Management sold 1,786 Whirlpool shares in Q1 2024, an estimated $217K.
  • V-Square Quantitative Management first reported a position in Whirlpool in Q2 2023 and held it in 3 quarters.
  • V-Square Quantitative Management's Whirlpool position peaked at $225K in Q3 2023.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on V-Square Quantitative Management's 13F filing for Q1 2024, filed 24 Apr 2024.