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Advisor Group’s Whirlpool WHR Stock Holding History

Advisor Group’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 		$2.02M Buy
13,646
+6,926
+103% +$1.05M 0.01% 806
2019
Q3 		$1.07M Sell
6,720
-5,122
-43% -$735K 0.01% 1102
2019
Q2 		$1.69M Sell
11,842
-1
-0% -$134 0.01% 831
2019
Q1 		$1.58M Buy
11,843
+2,634
+29% +$348K 0.01% 819
2018
Q4 		$987K Buy
9,209
+834
+10% +$94.6K 0.01% 950
2018
Q3 		$998K Buy
8,375
+2,491
+42% +$330K 0.01% 980
2018
Q2 		$861K Buy
5,884
+71
+1% +$10.8K 0.01% 952
2018
Q1 		$891K Sell
5,813
-148
-2% -$24.7K 0.01% 942
2017
Q4 		$1.01M Buy
5,961
+431
+8% +$73K 0.01% 882
2017
Q3 		$1.02M Buy
5,530
+507
+10% +$90.7K 0.02% 790
2017
Q2 		$962K Buy
5,023
+349
+7% +$63.8K 0.02% 773
2017
Q1 		$802K Buy
4,674
+252
+6% +$44.8K 0.02% 812
2016
Q4 		$805K Sell
4,422
-274
-6% -$45.4K 0.02% 755
2016
Q3 		$762K Buy
4,696
+537
+13% +$95.1K 0.02% 754
2016
Q2 		$691K Buy
+4,159
New +$734K 0.02% 757

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 $3.37T AUM 44.26% 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

Advisor Group's WHR Position: Q4 2019 in Review

Advisor Group increased its Whirlpool (WHR) stake by 103% in Q4 2019, buying an estimated $1.05M and bringing the position to 13,646 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #806.

Advisor Group first reported a position in WHR in Q2 2016 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Advisor Group held 13,646 shares of Whirlpool worth $2.02M as of Q4 2019.
  • Advisor Group bought 6,926 Whirlpool shares in Q4 2019, an estimated $1.05M.
  • Whirlpool made up 0.01% of Advisor Group's portfolio in Q4 2019, its #806 holding.
  • Advisor Group first reported a position in Whirlpool in Q2 2016 and has held it in 15 quarters since.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.