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Washington Trust Bank’s Whirlpool WHR Stock Holding History

Washington Trust Bank’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
Q4 		– Sell
-2,197
Closed -$296K – 241
2022
Q3 		$296K Hold
2,197
– – 0.04% 174
2022
Q2 		$340K Hold
2,197
– – 0.04% 163
2022
Q1 		$380K Buy
2,197
+524
+31% +$106K 0.04% 167
2021
Q4 		$393K Buy
1,673
+483
+41% +$106K 0.04% 155
2021
Q3 		$243K Buy
+1,190
New +$261K 0.03% 176
2019
Q1 		– Sell
-348
Closed -$37K – 649
2018
Q4 		$37K Hold
348
– – ﹤0.01% 371
2018
Q3 		$41K Hold
348
– – 0.01% 394
2018
Q2 		$51K Buy
348
+48
+16% +$7.29K 0.01% 380
2018
Q1 		$46K Hold
300
– – 0.01% 412
2017
Q4 		$51K Sell
300
-153
-34% -$25.9K 0.01% 425
2017
Q3 		$84K Hold
453
– – 0.01% 336
2017
Q2 		$87K Buy
453
+153
+51% +$28K 0.02% 300
2017
Q1 		$51K Sell
300
-6
-2% -$1.07K 0.01% 392
2016
Q4 		$56K Hold
306
– – 0.01% 375
2016
Q3 		$50K Sell
306
-135
-31% -$23.9K 0.01% 374
2016
Q2 		$73K Buy
441
+15
+4% +$2.65K 0.02% 314
2016
Q1 		$77K Sell
426
-148
-26% -$22.1K 0.02% 312
2015
Q4 		$84K Hold
574
– – 0.02% 324
2015
Q3 		$85K Buy
574
+156
+37% +$26.4K 0.02% 309
2015
Q2 		$72K Hold
418
– – 0.02% 359
2015
Q1 		$84K Sell
418
-118
-22% -$24K 0.02% 356
2014
Q4 		$104K Sell
536
-154
-22% -$26.4K 0.03% 338
2014
Q3 		$100K Hold
690
– – 0.03% 345
2014
Q2 		$96K Hold
690
– – 0.02% 381
2014
Q1 		$103K Buy
+690
New +$99.9K 0.02% 358

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Bank's WHR Position: Q4 2022 in Review

Washington Trust Bank sold out of Whirlpool (WHR) in Q4 2022, closing a stake of 2,197 shares — an estimated $296K sold.

Washington Trust Bank first reported a position in WHR in Q1 2014 and held it in 25 quarters. The position peaked at $393K in Q4 2021. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2022.

  • Washington Trust Bank reported no remaining Whirlpool position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Bank sold 2,197 Whirlpool shares in Q4 2022, an estimated $296K.
  • Washington Trust Bank first reported a position in Whirlpool in Q1 2014 and held it in 25 quarters.
  • Washington Trust Bank's Whirlpool position peaked at $393K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2022.

Based on Washington Trust Bank's 13F filing for Q4 2022, filed 6 Feb 2023.