AHL Partners’s Whirlpool WHR Stock Holding History

AHL Partners’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
2017 Q4	$12.2M	Buy	72,617 +65,129	+870%	+$11M	0.19%	132
2017 Q3	$1.38M	Sell	7,488 -30,946	-81%	-$5.53M	0.02%	782
2017 Q2	$7.36M	Buy	38,434 +20,405	+113%	+$3.73M	0.16%	211
2017 Q1	$3.09M	Buy	18,029 +13,952	+342%	+$2.48M	0.07%	508
2016 Q4	$741K	Hold	4,077	–	–	0.02%	729
2016 Q3	$661K	Buy	+4,077	New	+$722K	0.02%	717
2016 Q2	–	Sell	-11,016	Closed	-$1.99M	–	888
2016 Q1	$1.99M	Buy	+11,016	New	+$1.64M	0.12%	199
2015 Q4	–	Sell	-5,265	Closed	-$775K	–	775
2015 Q3	$775K	Sell	5,265 -3,261	-38%	-$552K	0.12%	246
2015 Q2	$1.48M	Buy	8,526 +3,985	+88%	+$749K	0.06%	492
2015 Q1	$918K	Buy	4,541 +828	+22%	+$168K	0.04%	576
2014 Q4	$719K	Buy	3,713 +200	+6%	+$34.3K	0.04%	622
2014 Q3	$512K	Buy	+3,513	New	+$519K	0.04%	480

Other funds holding WHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

AHL Partners's WHR Position: Q4 2017 in Review

AHL Partners increased its Whirlpool (WHR) stake by 870% in Q4 2017, buying an estimated $11M and bringing the position to 72,617 shares worth $12.2M. The position accounts for 0.19% of the portfolio, ranked #132.

AHL Partners first reported a position in WHR in Q3 2014 and has held it in 12 quarters since. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

AHL Partners held 72,617 shares of Whirlpool worth $12.2M as of Q4 2017.
AHL Partners bought 65,129 Whirlpool shares in Q4 2017, an estimated $11M.
Whirlpool made up 0.19% of AHL Partners's portfolio in Q4 2017, its #132 holding.
AHL Partners first reported a position in Whirlpool in Q3 2014 and has held it in 12 quarters since.
639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.