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Albar Capital’s Whirlpool WHR Stock Holding History

Albar Capital’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
Q4 		– Sell
-37,431
Closed -$6.88M – 40
2020
Q3 		$6.88M Buy
+37,431
New +$6.22M 3.44% 15
2020
Q1 		– Sell
-31,061
Closed -$4.58M – 38
2019
Q4 		$4.58M Sell
31,061
-36,263
-54% -$5.48M 1.99% 20
2019
Q3 		$10.7M Buy
+67,324
New +$9.67M 4.9% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Albar Capital's WHR Position: Q4 2020 in Review

Albar Capital sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 37,431 shares — an estimated $6.88M sold.

Albar Capital first reported a position in WHR in Q3 2019 and held it in 3 quarters. The position peaked at $10.7M in Q3 2019. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Albar Capital reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
  • Albar Capital sold 37,431 Whirlpool shares in Q4 2020, an estimated $6.88M.
  • Albar Capital first reported a position in Whirlpool in Q3 2019 and held it in 3 quarters.
  • Albar Capital's Whirlpool position peaked at $10.7M in Q3 2019.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Albar Capital's 13F filing for Q4 2020, filed 16 Feb 2021.