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WHR icon

AMG Funds’s Whirlpool WHR Stock Holding History

AMG Funds’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 		– Sell
-2,524
Closed -$400K – 88
2019
Q3 		$400K Sell
2,524
-2,753
-52% -$395K 0.51% 72
2019
Q2 		$751K Sell
5,277
-1,874
-26% -$251K 0.8% 64
2019
Q1 		$950K Buy
7,151
+379
+6% +$50.1K 0.93% 51
2018
Q4 		$724K Sell
6,772
-2,355
-26% -$267K 0.79% 69
2018
Q3 		$1.08M Sell
9,127
-641
-7% -$85K 0.79% 68
2018
Q2 		$1.43M Buy
9,768
+1,412
+17% +$215K 0.91% 53
2018
Q1 		$1.28M Buy
8,356
+227
+3% +$37.9K 0.74% 72
2017
Q4 		$1.37M Buy
8,129
+1,994
+33% +$338K 0.74% 76
2017
Q3 		$1.13M Sell
6,135
-104
-2% -$18.6K 0.62% 89
2017
Q2 		$1.2M Sell
6,239
-555
-8% -$102K 0.66% 82
2017
Q1 		$1.16M Buy
6,794
+737
+12% +$131K 0.63% 82
2016
Q4 		$1.1M Buy
6,057
+416
+7% +$68.9K 0.6% 85
2016
Q3 		$915K Buy
+5,641
New +$999K 0.52% 88

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

AMG Funds's WHR Position: Q4 2019 in Review

AMG Funds sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 2,524 shares — an estimated $400K sold.

AMG Funds first reported a position in WHR in Q3 2016 and held it in 13 quarters. The position peaked at $1.43M in Q2 2018. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • AMG Funds reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • AMG Funds sold 2,524 Whirlpool shares in Q4 2019, an estimated $400K.
  • AMG Funds first reported a position in Whirlpool in Q3 2016 and held it in 13 quarters.
  • AMG Funds's Whirlpool position peaked at $1.43M in Q2 2018.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on AMG Funds's 13F filing for Q4 2019, filed 10 Feb 2020.