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Vise Technologies’s Whirlpool WHR Stock Holding History

Vise Technologies’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
2022
Q3 		– Sell
-1,738
Closed -$269K – 342
2022
Q2 		$269K Sell
1,738
-2,096
-55% -$364K 0.1% 222
2022
Q1 		$662K Sell
3,834
-3,525
-48% -$714K 0.25% 97
2021
Q4 		$1.73M Buy
+7,359
New +$1.62M 0.47% 53

Other funds holding WHR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Vise Technologies's WHR Position: Q3 2022 in Review

Vise Technologies sold out of Whirlpool (WHR) in Q3 2022, closing a stake of 1,738 shares — an estimated $269K sold.

Vise Technologies first reported a position in WHR in Q4 2021 and held it in 3 quarters. The position peaked at $1.73M in Q4 2021. 631 funds tracked by Wall St. Rank hold WHR as of Q3 2022.

  • Vise Technologies reported no remaining Whirlpool position as of Q3 2022 after selling out during the quarter.
  • Vise Technologies sold 1,738 Whirlpool shares in Q3 2022, an estimated $269K.
  • Vise Technologies first reported a position in Whirlpool in Q4 2021 and held it in 3 quarters.
  • Vise Technologies's Whirlpool position peaked at $1.73M in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Whirlpool as of Q3 2022.

Based on Vise Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.