Aperio Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.98M | Buy |
38,683
+348
| +0.9% | +$66.7K | 0.02% | 693 |
|
|
2020
Q3 | $7.05M | Buy |
38,335
+5,158
| +16% | +$857K | 0.02% | 611 |
|
|
2020
Q2 | $4.3M | Sell |
33,177
-4,757
| -13% | -$544K | 0.02% | 779 |
|
|
2020
Q1 | $3.25M | Buy |
37,934
+1,763
| +5% | +$232K | 0.01% | 815 |
|
|
2019
Q4 | $5.34M | Buy |
36,171
+1,581
| +5% | +$239K | 0.02% | 719 |
|
|
2019
Q3 | $5.48M | Buy |
34,590
+5,873
| +20% | +$843K | 0.02% | 689 |
|
|
2019
Q2 | $4.09M | Sell |
28,717
-982
| -3% | -$132K | 0.02% | 782 |
|
|
2019
Q1 | $3.95M | Buy |
29,699
+976
| +3% | +$129K | 0.02% | 776 |
|
|
2018
Q4 | $3.07M | Buy |
28,723
+5,515
| +24% | +$626K | 0.02% | 814 |
|
|
2018
Q3 | $2.76M | Sell |
23,208
-7,644
| -25% | -$1.01M | 0.01% | 890 |
|
|
2018
Q2 | $4.51M | Sell |
30,852
-1,764
| -5% | -$268K | 0.02% | 706 |
|
|
2018
Q1 | $4.99M | Sell |
32,616
-3,367
| -9% | -$562K | 0.02% | 658 |
|
|
2017
Q4 | $6.07M | Sell |
35,983
-1,449
| -4% | -$245K | 0.03% | 577 |
|
|
2017
Q3 | $6.9M | Sell |
37,432
-895
| -2% | -$160K | 0.04% | 498 |
|
|
2017
Q2 | $7.34M | Buy |
38,327
+2,174
| +6% | +$398K | 0.05% | 465 |
|
|
2017
Q1 | $6.2M | Sell |
36,153
-1,778
| -5% | -$316K | 0.04% | 476 |
|
|
2016
Q4 | $6.89M | Sell |
37,931
-3,462
| -8% | -$573K | 0.05% | 407 |
|
|
2016
Q3 | $6.71M | Buy |
41,393
+3,100
| +8% | +$549K | 0.05% | 446 |
|
|
2016
Q2 | $6.38M | Buy |
38,293
+1,732
| +5% | +$306K | 0.05% | 432 |
|
|
2016
Q1 | $6.59M | Buy |
36,561
+8,686
| +31% | +$1.29M | 0.06% | 389 |
|
|
2015
Q4 | $4.09M | Sell |
27,875
-1,498
| -5% | -$232K | 0.04% | 515 |
|
|
2015
Q3 | $4.33M | Buy |
29,373
+111
| +0.4% | +$18.8K | 0.04% | 470 |
|
|
2015
Q2 | $5.06M | Buy |
29,262
+3,582
| +14% | +$673K | 0.05% | 418 |
|
|
2015
Q1 | $5.19M | Buy |
25,680
+2,991
| +13% | +$607K | 0.06% | 399 |
|
|
2014
Q4 | $4.4M | Buy |
22,689
+2,286
| +11% | +$393K | 0.05% | 412 |
|
|
2014
Q3 | $2.97M | Buy |
20,403
+816
| +4% | +$121K | 0.04% | 499 |
|
|
2014
Q2 | $2.73M | Buy |
19,587
+1,450
| +8% | +$213K | 0.04% | 511 |
|
|
2014
Q1 | $2.71M | Buy |
+18,137
| New | +$2.63M | 0.04% | 600 |
|
|
2013
Q4 | – | Sell |
-15,560
| Closed | -$2.28M | – | 569 |
|
|
2013
Q3 | $2.28M | Buy |
15,560
+2,281
| +17% | +$302K | 0.04% | 533 |
|
|
2013
Q2 | $1.52M | Buy |
+13,279
| New | +$1.61M | 0.04% | 600 |
|
Other funds holding WHR
GA
LAM
N
Aperio Group's WHR Position: Q4 2020 in Review
Aperio Group increased its Whirlpool (WHR) stake by 0.91% in Q4 2020, buying an estimated $66.7K and bringing the position to 38,683 shares worth $6.98M. The position accounts for 0.02% of the portfolio, ranked #693.
Aperio Group first reported a position in WHR in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.34M in Q2 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2020.
- Aperio Group held 38,683 shares of Whirlpool worth $6.98M as of Q4 2020.
- Aperio Group bought 348 Whirlpool shares in Q4 2020, an estimated $66.7K.
- Whirlpool made up 0.02% of Aperio Group's portfolio in Q4 2020, its #693 holding.
- Aperio Group first reported a position in Whirlpool in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Whirlpool position peaked at $7.34M in Q2 2017.
- 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.