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Alera Investment Advisors’s Whirlpool WHR Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-10
Closed -$1K – 1013
2019
Q1 		$1K Sell
10
-3
-23% -$396 ﹤0.01% 1097
2018
Q4 		$1K Buy
+13
New +$1.48K ﹤0.01% 1042

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Alera Investment Advisors's WHR Position: Q2 2019 in Review

Alera Investment Advisors sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WHR in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 522 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 10 Whirlpool shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Whirlpool in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Whirlpool position peaked at $1K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.