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Zhang Financial’s Whirlpool WHR Stock Holding History

Zhang Financial’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
Q4 		– Sell
-2,046
Closed -$274K – 261
2023
Q3 		$274K Buy
2,046
+46
+2% +$6.5K 0.03% 205
2023
Q2 		$298K Hold
2,000
– – 0.03% 196
2023
Q1 		$264K Hold
2,000
– – 0.03% 201
2022
Q4 		$283K Sell
2,000
-2
-0.1% -$284 0.04% 190
2022
Q3 		$270K Sell
2,002
-7
-0.3% -$1.11K 0.04% 183
2022
Q2 		$311K Sell
2,009
-1,995
-50% -$347K 0.05% 178
2022
Q1 		$816K Buy
4,004
+2,002
+100% +$406K 0.14% 95
2021
Q4 		$470K Buy
+2,002
New +$440K 0.08% 128

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zhang Financial's WHR Position: Q4 2023 in Review

Zhang Financial sold out of Whirlpool (WHR) in Q4 2023, closing a stake of 2,046 shares — an estimated $274K sold.

Zhang Financial first reported a position in WHR in Q4 2021 and held it in 8 quarters. The position peaked at $816K in Q1 2022. 585 funds tracked by Wall St. Rank hold WHR as of Q4 2023.

  • Zhang Financial reported no remaining Whirlpool position as of Q4 2023 after selling out during the quarter.
  • Zhang Financial sold 2,046 Whirlpool shares in Q4 2023, an estimated $274K.
  • Zhang Financial first reported a position in Whirlpool in Q4 2021 and held it in 8 quarters.
  • Zhang Financial's Whirlpool position peaked at $816K in Q1 2022.
  • 585 funds tracked by Wall St. Rank held Whirlpool as of Q4 2023.

Based on Zhang Financial's 13F filing for Q4 2023, filed 31 Jan 2024.