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Vigilant Capital Management’s Whirlpool WHR Stock Holding History

Vigilant Capital 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
2023
Q2 		$216K Hold
1,450
– – 0.02% 144
2023
Q1 		$191K Hold
1,450
– – 0.02% 144
2022
Q4 		$205K Sell
1,450
-200
-12% -$28.4K 0.02% 145
2022
Q3 		$222K Hold
1,650
– – 0.02% 143
2022
Q2 		$256K Hold
1,650
– – 0.02% 136
2022
Q1 		$285K Hold
1,650
– – 0.02% 139
2021
Q4 		$387K Buy
+1,650
New +$362K 0.03% 136
2014
Q1 		– Sell
-239
Closed -$37K – 291
2013
Q4 		$37K Hold
239
– – 0.01% 169
2013
Q3 		$35K Hold
239
– – 0.01% 148
2013
Q2 		$27K Buy
+239
New +$29K 0.01% 164

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vigilant Capital Management's WHR Position: Q2 2023 in Review

Vigilant Capital Management held its Whirlpool (WHR) position steady in Q2 2023 at 1,450 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #144.

Vigilant Capital Management first reported a position in WHR in Q2 2013 and has held it in 10 quarters since. The position peaked at $387K in Q4 2021. 629 funds tracked by Wall St. Rank hold WHR as of Q2 2023.

  • Vigilant Capital Management held 1,450 shares of Whirlpool worth $216K as of Q2 2023.
  • Vigilant Capital Management left its Whirlpool share count unchanged in Q2 2023.
  • Whirlpool made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #144 holding.
  • Vigilant Capital Management first reported a position in Whirlpool in Q2 2013 and has held it in 10 quarters since.
  • Vigilant Capital Management's Whirlpool position peaked at $387K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Whirlpool as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.