1NWS
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1 North Wealth Services’s Whirlpool WHR Stock Holding History

1 North Wealth Services’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
2019
Q4 		$1K Hold
10
– – ﹤0.01% 355
2019
Q3 		$2K Buy
+10
New +$1.44K ﹤0.01% 301
2019
Q1 		$1K Buy
+10
New +$1.32K ﹤0.01% 309

Other funds holding WHR

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

1 North Wealth Services's WHR Position: Q4 2019 in Review

1 North Wealth Services held its Whirlpool (WHR) position steady in Q4 2019 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

1 North Wealth Services first reported a position in WHR in Q1 2019 and has held it in 3 quarters since. The position peaked at $2K in Q3 2019. 558 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • 1 North Wealth Services held 10 shares of Whirlpool worth $1K as of Q4 2019.
  • 1 North Wealth Services left its Whirlpool share count unchanged in Q4 2019.
  • Whirlpool made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #355 holding.
  • 1 North Wealth Services first reported a position in Whirlpool in Q1 2019 and has held it in 3 quarters since.
  • 1 North Wealth Services's Whirlpool position peaked at $2K in Q3 2019.
  • 558 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.