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Zullo Investment Group’s Whirlpool WHR Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-43
Closed -$6.13K – 718
2022
Q4 		$6.13K Hold
43
– – ﹤0.01% 561
2022
Q3 		$6K Hold
43
– – ﹤0.01% 575
2022
Q2 		$7K Sell
43
-9
-17% -$1.56K ﹤0.01% 569
2022
Q1 		$9K Hold
52
– – ﹤0.01% 565
2021
Q4 		$12K Buy
+52
New +$11.4K 0.01% 506

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zullo Investment Group's WHR Position: Q1 2023 in Review

Zullo Investment Group sold out of Whirlpool (WHR) in Q1 2023, closing a stake of 43 shares — an estimated $6.13K sold.

Zullo Investment Group first reported a position in WHR in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2023.

  • Zullo Investment Group reported no remaining Whirlpool position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 43 Whirlpool shares in Q1 2023, an estimated $6.13K.
  • Zullo Investment Group first reported a position in Whirlpool in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Whirlpool position peaked at $12K in Q4 2021.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.