Accurate Investment Solutions’s Whirlpool WHR Stock Holding History

Accurate Investment Solutions’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
2020 Q1	–	Sell	-12	Closed	-$2K	–	519
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	397
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	332
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	356
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	327
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	323
2018 Q3	$1K	Sell	12 -28	-70%	-$3.71K	﹤0.01%	363
2018 Q2	$6K	Buy	40 +1	+3%	+$152	﹤0.01%	328
2018 Q1	$6K	Hold	39	–	–	﹤0.01%	311
2017 Q4	$7K	Hold	39	–	–	0.01%	283
2017 Q3	$7K	Buy	39 +24	+160%	+$4.29K	0.01%	287
2017 Q2	$3K	Hold	15	–	–	﹤0.01%	300
2017 Q1	$3K	Hold	15	–	–	﹤0.01%	257
2016 Q4	$3K	Hold	15	–	–	﹤0.01%	260
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	266
2016 Q2	$3K	Hold	15	–	–	﹤0.01%	242
2016 Q1	$3K	Hold	15	–	–	﹤0.01%	325
2015 Q4	$2K	Buy	+15	New	+$2.33K	﹤0.01%	278

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Investment Solutions's WHR Position: Q1 2020 in Review

Accurate Investment Solutions sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 12 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in WHR in Q4 2015 and held it in 17 quarters. The position peaked at $7K in Q4 2017. 501 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

Accurate Investment Solutions reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
Accurate Investment Solutions sold 12 Whirlpool shares in Q1 2020, an estimated $2K.
Accurate Investment Solutions first reported a position in Whirlpool in Q4 2015 and held it in 17 quarters.
Accurate Investment Solutions's Whirlpool position peaked at $7K in Q4 2017.
501 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Accurate Investment Solutions's 13F filing for Q1 2020, filed 22 Apr 2020.