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1919 Investment Counsel’s Whirlpool WHR Stock Holding History

1919 Investment Counsel’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
2014
Q3 		$21.4M Buy
146,721
+112,196
+325% +$16.6M 0.44% 69
2014
Q2 		$4.81M Buy
+34,525
New +$5.07M 0.1% 196

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1919 Investment Counsel's WHR Position: Q3 2014 in Review

1919 Investment Counsel increased its Whirlpool (WHR) stake by 325% in Q3 2014, buying an estimated $16.6M and bringing the position to 146,721 shares worth $21.4M. The position accounts for 0.44% of the portfolio, ranked #69.

1919 Investment Counsel first reported a position in WHR in Q2 2014 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • 1919 Investment Counsel held 146,721 shares of Whirlpool worth $21.4M as of Q3 2014.
  • 1919 Investment Counsel bought 112,196 Whirlpool shares in Q3 2014, an estimated $16.6M.
  • Whirlpool made up 0.44% of 1919 Investment Counsel's portfolio in Q3 2014, its #69 holding.
  • 1919 Investment Counsel first reported a position in Whirlpool in Q2 2014 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.