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Verity Asset Management’s Whirlpool WHR Stock Holding History

Verity 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
2025
Q1 		– Sell
-2,413
Closed -$276K – 216
2024
Q4 		$276K Buy
+2,413
New +$266K 0.16% 138
2021
Q2 		– Sell
-1,754
Closed -$386K – 251
2021
Q1 		$386K Hold
1,754
– – 0.23% 125
2020
Q4 		$317K Hold
1,754
– – 0.22% 115
2020
Q3 		$323K Hold
1,754
– – 0.25% 96
2020
Q2 		$227K Buy
+1,754
New +$201K 0.21% 106

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Verity Asset Management's WHR Position: Q1 2025 in Review

Verity Asset Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,413 shares — an estimated $276K sold.

Verity Asset Management first reported a position in WHR in Q2 2020 and held it in 5 quarters. The position peaked at $386K in Q1 2021. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Verity Asset Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Verity Asset Management sold 2,413 Whirlpool shares in Q1 2025, an estimated $276K.
  • Verity Asset Management first reported a position in Whirlpool in Q2 2020 and held it in 5 quarters.
  • Verity Asset Management's Whirlpool position peaked at $386K in Q1 2021.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Verity Asset Management's 13F filing for Q1 2025, filed 25 Apr 2025.