Amica Retiree Medical Trust’s Whirlpool WHR Stock Holding History

Amica Retiree Medical Trust’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	-462	Closed	-$61K	–	400
2019 Q1	$61K	Hold	462	–	–	0.05%	299
2018 Q4	$49K	Hold	462	–	–	0.05%	309
2018 Q3	$55K	Hold	462	–	–	0.05%	307
2018 Q2	$68K	Hold	462	–	–	0.06%	290
2018 Q1	$71K	Hold	462	–	–	0.06%	286
2017 Q4	$78K	Hold	462	–	–	0.06%	300
2017 Q3	$85K	Hold	462	–	–	0.07%	288
2017 Q2	$89K	Hold	462	–	–	0.07%	270
2017 Q1	$79K	Hold	462	–	–	0.06%	286
2016 Q4	$84K	Hold	462	–	–	0.07%	300
2016 Q3	$75K	Hold	462	–	–	0.06%	288
2016 Q2	$77K	Hold	462	–	–	0.07%	288
2016 Q1	$83K	Hold	462	–	–	0.07%	278
2015 Q4	$68K	Hold	462	–	–	0.06%	299
2015 Q3	$68K	Hold	462	–	–	0.06%	284
2015 Q2	$80K	Hold	462	–	–	0.07%	269
2015 Q1	$93K	Hold	462	–	–	0.08%	254
2014 Q4	$90K	Hold	462	–	–	0.07%	255
2014 Q3	$67K	Hold	462	–	–	0.06%	285
2014 Q2	$64K	Hold	462	–	–	0.05%	282
2014 Q1	$69K	Hold	462	–	–	0.06%	266
2013 Q4	$72K	Buy	+462	New	+$67.7K	0.06%	258

Other funds holding WHR

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return