Vident Advisory’s Whirlpool WHR Stock Holding History

Vident Advisory’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	-8,489	Closed	-$1.03M	–	1441
2023 Q4	$1.03M	Sell	8,489 -1,037	-11%	-$121K	0.03%	548
2023 Q3	$1.27M	Buy	+9,526	New	+$1.35M	0.04%	444

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

Vident Advisory's WHR Position: Q1 2024 in Review

Vident Advisory sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 8,489 shares — an estimated $1.03M sold.

Vident Advisory first reported a position in WHR in Q3 2023 and held it in 2 quarters. The position peaked at $1.27M in Q3 2023. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

Vident Advisory reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
Vident Advisory sold 8,489 Whirlpool shares in Q1 2024, an estimated $1.03M.
Vident Advisory first reported a position in Whirlpool in Q3 2023 and held it in 2 quarters.
Vident Advisory's Whirlpool position peaked at $1.27M in Q3 2023.
562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on Vident Advisory's 13F filing for Q1 2024, filed 14 May 2024.