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Zions Bancorporation’s Whirlpool WHR Stock Holding History

Zions Bancorporation’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
Q2 		– Sell
-8
Closed -$957 – 970
2024
Q1 		$957 Buy
8
+4
+100% +$446 ﹤0.01% 856
2023
Q4 		$487 Hold
4
– – ﹤0.01% 870
2023
Q3 		$535 Hold
4
– – ﹤0.01% 866
2023
Q2 		$595 Hold
4
– – ﹤0.01% 866
2023
Q1 		$528 Hold
4
– – ﹤0.01% 878
2022
Q4 		$566 Hold
4
– – ﹤0.01% 1026
2022
Q3 		$1K Hold
4
– – ﹤0.01% 914
2022
Q2 		$1K Sell
4
-45
-92% -$7.83K ﹤0.01% 1055
2022
Q1 		$8K Buy
49
+35
+250% +$7.09K ﹤0.01% 873
2021
Q4 		$3K Buy
14
+3
+27% +$659 ﹤0.01% 910
2021
Q3 		$2K Buy
11
+1
+10% +$219 ﹤0.01% 952
2021
Q2 		$2K Sell
10
-1
-9% -$233 ﹤0.01% 928
2021
Q1 		$2K Buy
11
+7
+175% +$1.39K ﹤0.01% 895
2020
Q4 		$1K Hold
4
– – ﹤0.01% 922
2020
Q3 		$1K Hold
4
– – ﹤0.01% 1008
2020
Q2 		$1K Buy
+4
New +$458 ﹤0.01% 910
2020
Q1 		– Sell
-6
Closed -$1K – 1002
2019
Q4 		$1K Sell
6
-16
-73% -$2.42K ﹤0.01% 957
2019
Q3 		$3K Hold
22
– – ﹤0.01% 851
2019
Q2 		$3K Hold
22
– – ﹤0.01% 795
2019
Q1 		$3K Buy
+22
New +$2.91K ﹤0.01% 826
2018
Q4 		– Sell
-125
Closed -$14K – 773
2018
Q3 		$14K Buy
+125
New +$16.6K ﹤0.01% 533
2017
Q4 		– Sell
-369
Closed -$68K – 975
2017
Q3 		$68K Buy
369
+356
+2,738% +$63.7K 0.01% 506
2017
Q2 		$2K Sell
13
-5
-28% -$915 ﹤0.01% 613
2017
Q1 		$3K Buy
18
+6
+50% +$1.07K ﹤0.01% 603
2016
Q4 		$2K Buy
+12
New +$1.99K ﹤0.01% 786
2015
Q2 		– Sell
-8
Closed -$2K – 737
2015
Q1 		$2K Buy
+8
New +$1.63K ﹤0.01% 817

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Zions Bancorporation's WHR Position: Q2 2024 in Review

Zions Bancorporation sold out of Whirlpool (WHR) in Q2 2024, closing a stake of 8 shares — an estimated $957 sold.

Zions Bancorporation first reported a position in WHR in Q1 2015 and held it in 26 quarters. The position peaked at $68K in Q3 2017. 516 funds tracked by Wall St. Rank hold WHR as of Q2 2024.

  • Zions Bancorporation reported no remaining Whirlpool position as of Q2 2024 after selling out during the quarter.
  • Zions Bancorporation sold 8 Whirlpool shares in Q2 2024, an estimated $957.
  • Zions Bancorporation first reported a position in Whirlpool in Q1 2015 and held it in 26 quarters.
  • Zions Bancorporation's Whirlpool position peaked at $68K in Q3 2017.
  • 516 funds tracked by Wall St. Rank held Whirlpool as of Q2 2024.

Based on Zions Bancorporation's 13F filing for Q2 2024, filed 8 Aug 2024.