1SB
WHR icon

1ST Source Bank’s Whirlpool WHR Stock Holding History

1ST Source Bank’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
2018
Q4 		– Sell
-1,987
Closed -$236K – 230
2018
Q3 		$236K Buy
1,987
+32
+2% +$4.24K 0.02% 208
2018
Q2 		$286K Sell
1,955
-660
-25% -$100K 0.02% 184
2018
Q1 		$400K Buy
2,615
+90
+4% +$15K 0.03% 161
2017
Q4 		$425K Hold
2,525
– – 0.04% 159
2017
Q3 		$466K Hold
2,525
– – 0.04% 155
2017
Q2 		$484K Hold
2,525
– – 0.04% 157
2017
Q1 		$432K Sell
2,525
-200
-7% -$35.5K 0.04% 166
2016
Q4 		$496K Sell
2,725
-300
-10% -$49.7K 0.05% 156
2016
Q3 		$490K Hold
3,025
– – 0.05% 152
2016
Q2 		$504K Sell
3,025
-200
-6% -$35.3K 0.06% 147
2016
Q1 		$582K Hold
3,225
– – 0.07% 136
2015
Q4 		$474K Hold
3,225
– – 0.06% 152
2015
Q3 		$475K Hold
3,225
– – 0.05% 177
2015
Q2 		$558K Sell
3,225
-195
-6% -$36.6K 0.06% 155
2015
Q1 		$691K Sell
3,420
-25
-0.7% -$5.08K 0.08% 131
2014
Q4 		$667K Hold
3,445
– – 0.08% 128
2014
Q3 		$502K Sell
3,445
-643
-16% -$95K 0.07% 138
2014
Q2 		$569K Buy
4,088
+189
+5% +$27.7K 0.07% 136
2014
Q1 		$583K Sell
3,899
-200
-5% -$29K 0.08% 131
2013
Q4 		$643K Hold
4,099
– – 0.09% 126
2013
Q3 		$600K Sell
4,099
-750
-15% -$99.2K 0.09% 132
2013
Q2 		$555K Buy
+4,849
New +$588K 0.09% 122

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 $5.7T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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