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Welch Group’s Whirlpool WHR Stock Holding History

Welch Group’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
Q3 		– Sell
-2,100
Closed -$215K – 281
2024
Q2 		$215K Hold
2,100
– – 0.01% 239
2024
Q1 		$251K Hold
2,100
– – 0.01% 191
2023
Q4 		$256K Hold
2,100
– – 0.01% 192
2023
Q3 		$281K Hold
2,100
– – 0.02% 160
2023
Q2 		$312K Hold
2,100
– – 0.02% 154
2023
Q1 		$277K Hold
2,100
– – 0.02% 165
2022
Q4 		$297K Hold
2,100
– – 0.02% 164
2022
Q3 		$283K Hold
2,100
– – 0.02% 135
2022
Q2 		$325K Buy
2,100
+600
+40% +$104K 0.02% 137
2022
Q1 		$259K Buy
1,500
+500
+50% +$101K 0.01% 179
2021
Q4 		$235K Hold
1,000
– – 0.01% 195
2021
Q3 		$204K Hold
1,000
– – 0.01% 181
2021
Q2 		$218K Hold
1,000
– – 0.01% 175
2021
Q1 		$220K Buy
+1,000
New +$198K 0.02% 172

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Welch Group's WHR Position: Q3 2024 in Review

Welch Group sold out of Whirlpool (WHR) in Q3 2024, closing a stake of 2,100 shares — an estimated $215K sold.

Welch Group first reported a position in WHR in Q1 2021 and held it in 14 quarters. The position peaked at $325K in Q2 2022. 530 funds tracked by Wall St. Rank hold WHR as of Q3 2024.

  • Welch Group reported no remaining Whirlpool position as of Q3 2024 after selling out during the quarter.
  • Welch Group sold 2,100 Whirlpool shares in Q3 2024, an estimated $215K.
  • Welch Group first reported a position in Whirlpool in Q1 2021 and held it in 14 quarters.
  • Welch Group's Whirlpool position peaked at $325K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held Whirlpool as of Q3 2024.

Based on Welch Group's 13F filing for Q3 2024, filed 24 Oct 2024.