Vestmark Advisory Solutions’s Whirlpool WHR Stock Holding History

Vestmark Advisory Solutions’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
2023 Q3	–	Sell	-1,571	Closed	-$234K	–	876
2023 Q2	$234K	Buy	+1,571	New	+$216K	0.01%	783
2022 Q2	–	Sell	-3,010	Closed	-$520K	–	925
2022 Q1	$520K	Sell	3,010 -769	-20%	-$156K	0.03%	525
2021 Q4	$887K	Buy	3,779 +548	+17%	+$120K	0.05%	389
2021 Q3	$659K	Buy	3,231 +216	+7%	+$47.4K	0.04%	419
2021 Q2	$657K	Sell	3,015 -81	-3%	-$18.9K	0.05%	410
2021 Q1	$682K	Buy	3,096 +349	+13%	+$69.3K	0.06%	366
2020 Q4	$496K	Sell	2,747 -303	-10%	-$58K	0.06%	357
2020 Q3	$561K	Sell	3,050 -1,647	-35%	-$274K	0.08%	303
2020 Q2	$608K	Buy	4,697 +1,263	+37%	+$145K	0.09%	265
2020 Q1	$295K	Buy	+3,434	New	+$451K	0.06%	367
2019 Q4	–	Sell	-2,773	Closed	-$439K	–	523
2019 Q3	$439K	Sell	2,773 -6	-0.2%	-$861	0.07%	327
2019 Q2	$396K	Buy	2,779 +1,036	+59%	+$139K	0.07%	332
2019 Q1	$232K	Buy	+1,743	New	+$230K	0.04%	464

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LSV Asset Management

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return