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 $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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