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World Equity Group’s Whirlpool WHR Stock Holding History

World Equity 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
Q1 		– Sell
-4,256
Closed -$518K – 370
2023
Q4 		$518K Buy
4,256
+2,370
+126% +$276K 0.1% 187
2023
Q3 		$252K Sell
1,886
-235
-11% -$33.2K 0.05% 284
2023
Q2 		$318K Sell
2,121
-2,721
-56% -$374K 0.09% 239
2023
Q1 		$1.3M Buy
4,842
+2,904
+150% +$414K 0.19% 133
2022
Q4 		$274K Sell
1,938
-550
-22% -$78.2K 0.07% 271
2022
Q3 		$335K Buy
+2,488
New +$396K 0.08% 230

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

World Equity Group's WHR Position: Q1 2024 in Review

World Equity Group sold out of Whirlpool (WHR) in Q1 2024, closing a stake of 4,256 shares — an estimated $518K sold.

World Equity Group first reported a position in WHR in Q3 2022 and held it in 6 quarters. The position peaked at $1.3M in Q1 2023. 562 funds tracked by Wall St. Rank hold WHR as of Q1 2024.

  • World Equity Group reported no remaining Whirlpool position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 4,256 Whirlpool shares in Q1 2024, an estimated $518K.
  • World Equity Group first reported a position in Whirlpool in Q3 2022 and held it in 6 quarters.
  • World Equity Group's Whirlpool position peaked at $1.3M in Q1 2023.
  • 562 funds tracked by Wall St. Rank held Whirlpool as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.