Zurich Insurance Group’s Whirlpool WHR Stock Holding History

Zurich Insurance 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 Q3	–	Sell	-6,700	Closed	-$997K	–	297
2023 Q2	$997K	Hold	6,700	–	–	0.01%	221
2023 Q1	$885K	Hold	6,700	–	–	0.01%	228
2022 Q4	$948K	Hold	6,700	–	–	0.01%	201
2022 Q3	$903K	Buy	+6,700	New	+$1.07M	0.01%	196
2021 Q1	–	Sell	-7,800	Closed	-$1.41M	–	234
2020 Q4	$1.41M	Buy	+7,800	New	+$1.49M	0.02%	147
2019 Q4	–	Sell	-30,164	Closed	-$4.78M	–	483
2019 Q3	$4.78M	Buy	+30,164	New	+$4.33M	0.09%	244
2018 Q3	–	Sell	-7,400	Closed	-$1.08M	–	512
2018 Q2	$1.08M	Sell	7,400 -12,103	-62%	-$1.84M	0.02%	379
2018 Q1	$2.99M	Buy	19,503 +5,112	+36%	+$854K	0.07%	336
2017 Q4	$2.43M	Buy	14,391 +1,246	+9%	+$211K	0.06%	387
2017 Q3	$2.42M	Sell	13,145 -1,895	-13%	-$339K	0.07%	335
2017 Q2	$2.88M	Sell	15,040 -5,081	-25%	-$929K	0.08%	293
2017 Q1	$3.45M	Buy	20,121 +7,393	+58%	+$1.31M	0.1%	248
2016 Q4	$2.31M	Buy	+12,728	New	+$2.11M	0.07%	303

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zurich Insurance Group's WHR Position: Q3 2023 in Review

Zurich Insurance Group sold out of Whirlpool (WHR) in Q3 2023, closing a stake of 6,700 shares — an estimated $997K sold.

Zurich Insurance Group first reported a position in WHR in Q4 2016 and held it in 13 quarters. The position peaked at $4.78M in Q3 2019. 608 funds tracked by Wall St. Rank hold WHR as of Q3 2023.

Zurich Insurance Group reported no remaining Whirlpool position as of Q3 2023 after selling out during the quarter.
Zurich Insurance Group sold 6,700 Whirlpool shares in Q3 2023, an estimated $997K.
Zurich Insurance Group first reported a position in Whirlpool in Q4 2016 and held it in 13 quarters.
Zurich Insurance Group's Whirlpool position peaked at $4.78M in Q3 2019.
608 funds tracked by Wall St. Rank held Whirlpool as of Q3 2023.

Based on Zurich Insurance Group's 13F filing for Q3 2023, filed 14 Nov 2023.