Veritable’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,078
| Closed | -$309K | – | 830 |
|
|
2023
Q2 | $309K | Sell |
2,078
-71
| -3% | -$9.75K | ﹤0.01% | 688 |
|
|
2023
Q1 | $284K | Sell |
2,149
-237
| -10% | -$33.8K | ﹤0.01% | 705 |
|
|
2022
Q4 | $338K | Sell |
2,386
-2,308
| -49% | -$328K | 0.01% | 629 |
|
|
2022
Q3 | $633K | Sell |
4,694
-4,277
| -48% | -$681K | 0.01% | 445 |
|
|
2022
Q2 | $1.39M | Buy |
8,971
+2,112
| +31% | +$367K | 0.03% | 300 |
|
|
2022
Q1 | $1.19M | Buy |
6,859
+2,517
| +58% | +$510K | 0.02% | 363 |
|
|
2021
Q4 | $1.02M | Buy |
4,342
+177
| +4% | +$38.9K | 0.02% | 396 |
|
|
2021
Q3 | $849K | Buy |
4,165
+636
| +18% | +$139K | 0.01% | 427 |
|
|
2021
Q2 | $769K | Buy |
3,529
+12
| +0.3% | +$2.79K | 0.01% | 439 |
|
|
2021
Q1 | $775K | Hold |
3,517
| – | – | 0.01% | 410 |
|
|
2020
Q4 | $635K | Sell |
3,517
-102
| -3% | -$19.5K | 0.01% | 442 |
|
|
2020
Q3 | $665K | Sell |
3,619
-12
| -0.3% | -$1.99K | 0.01% | 412 |
|
|
2020
Q2 | $470K | Buy |
3,631
+61
| +2% | +$6.98K | 0.01% | 483 |
|
|
2020
Q1 | $306K | Sell |
3,570
-247
| -6% | -$32.4K | 0.01% | 557 |
|
|
2019
Q4 | $563K | Buy |
3,817
+6
| +0.2% | +$906 | 0.01% | 501 |
|
|
2019
Q3 | $604K | Buy |
3,811
+54
| +1% | +$7.75K | 0.01% | 467 |
|
|
2019
Q2 | $535K | Sell |
3,757
-8
| -0.2% | -$1.07K | 0.01% | 479 |
|
|
2019
Q1 | $500K | Sell |
3,765
-1,534
| -29% | -$203K | 0.01% | 499 |
|
|
2018
Q4 | $566K | Buy |
5,299
+445
| +9% | +$50.5K | 0.01% | 441 |
|
|
2018
Q3 | $576K | Sell |
4,854
-266
| -5% | -$35.3K | 0.01% | 461 |
|
|
2018
Q2 | $749K | Sell |
5,120
-976
| -16% | -$148K | 0.02% | 409 |
|
|
2018
Q1 | $933K | Buy |
6,096
+853
| +16% | +$142K | 0.02% | 349 |
|
|
2017
Q4 | $884K | Sell |
5,243
-841
| -14% | -$142K | 0.02% | 369 |
|
|
2017
Q3 | $1.12M | Buy |
6,084
+12
| +0.2% | +$2.15K | 0.02% | 323 |
|
|
2017
Q2 | $1.16M | Buy |
6,072
+3,678
| +154% | +$673K | 0.03% | 322 |
|
|
2017
Q1 | $410K | Buy |
2,394
+29
| +1% | +$5.15K | 0.01% | 530 |
|
|
2016
Q4 | $430K | Buy |
2,365
+783
| +49% | +$130K | 0.01% | 509 |
|
|
2016
Q3 | $257K | Sell |
1,582
-69
| -4% | -$12.2K | 0.01% | 632 |
|
|
2016
Q2 | $275K | Buy |
1,651
+493
| +43% | +$87K | 0.01% | 588 |
|
|
2016
Q1 | $209K | Buy |
+1,158
| New | +$173K | 0.01% | 653 |
|
|
2015
Q3 | – | Sell |
-1,206
| Closed | -$209K | – | 752 |
|
|
2015
Q2 | $209K | Buy |
+1,206
| New | +$227K | 0.01% | 683 |
|
|
2014
Q1 | – | Sell |
-1,668
| Closed | -$262K | – | 1009 |
|
|
2013
Q4 | $262K | Buy |
1,668
+35
| +2% | +$5.13K | 0.01% | 766 |
|
|
2013
Q3 | $239K | Sell |
1,633
-6,690
| -80% | -$885K | 0.01% | 794 |
|
|
2013
Q2 | $952K | Buy |
+8,323
| New | +$1.01M | 0.02% | 409 |
|
Other funds holding WHR
GA
Veritable's WHR Position: Q3 2023 in Review
Veritable sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 2,078 shares — an estimated $309K sold.
Veritable first reported a position in WHR in Q2 2013 and held it in 34 quarters. The position peaked at $1.39M in Q2 2022. 606 funds tracked by Wall St. Rank hold WHR as of Q3 2023.
- Veritable reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
- Veritable sold 2,078 Whirlpool shares in Q3 2023, an estimated $309K.
- Veritable first reported a position in Whirlpool in Q2 2013 and held it in 34 quarters.
- Veritable's Whirlpool position peaked at $1.39M in Q2 2022.
- 606 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.