AIC
WHR icon

Ameritas Investment Company’s Whirlpool WHR Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-119
Closed -$10K – 1592
2020
Q1 		$10K Buy
+119
New +$15.6K ﹤0.01% 1210
2019
Q4 		– Sell
-119
Closed -$18K – 1513
2019
Q3 		$18K Buy
+119
New +$17.1K ﹤0.01% 966
2019
Q2 		– Sell
-160
Closed -$21K – 878
2019
Q1 		$21K Buy
+160
New +$21.1K ﹤0.01% 544

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 $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameritas Investment Company's WHR Position: Q2 2020 in Review

Ameritas Investment Company sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 119 shares — an estimated $10K sold.

Ameritas Investment Company first reported a position in WHR in Q1 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 514 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Ameritas Investment Company reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 119 Whirlpool shares in Q2 2020, an estimated $10K.
  • Ameritas Investment Company first reported a position in Whirlpool in Q1 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Whirlpool position peaked at $21K in Q1 2019.
  • 514 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.