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1834 Investment Advisors’s Whirlpool WHR Stock Holding History

1834 Investment Advisors’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
Q1 		– Sell
-1,525
Closed -$163K – 431
2018
Q4 		$163K Sell
1,525
-528
-26% -$59.9K 0.03% 197
2018
Q3 		$244K Sell
2,053
-42
-2% -$5.57K 0.04% 176
2018
Q2 		$306K Sell
2,095
-1,250
-37% -$190K 0.05% 153
2018
Q1 		$512K Sell
3,345
-20,492
-86% -$3.42M 0.09% 119
2017
Q4 		$4.02M Buy
23,837
+3,059
+15% +$518K 0.63% 56
2017
Q3 		$3.83M Buy
20,778
+16,969
+445% +$3.03M 0.72% 53
2017
Q2 		$730K Buy
3,809
+1
+0% +$183 0.14% 100
2017
Q1 		$653K Buy
3,808
+260
+7% +$46.2K 0.13% 109
2016
Q4 		$645K Sell
3,548
-429
-11% -$71K 0.13% 107
2016
Q3 		$645K Sell
3,977
-18,116
-82% -$3.21M 0.14% 105
2016
Q2 		$3.68M Buy
+22,093
New +$3.9M 0.8% 44

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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 $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

1834 Investment Advisors's WHR Position: Q1 2019 in Review

1834 Investment Advisors sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 1,525 shares — an estimated $163K sold.

1834 Investment Advisors first reported a position in WHR in Q2 2016 and held it in 11 quarters. The position peaked at $4.02M in Q4 2017. 555 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

  • 1834 Investment Advisors reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,525 Whirlpool shares in Q1 2019, an estimated $163K.
  • 1834 Investment Advisors first reported a position in Whirlpool in Q2 2016 and held it in 11 quarters.
  • 1834 Investment Advisors's Whirlpool position peaked at $4.02M in Q4 2017.
  • 555 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.