AT
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Arden Trust’s Whirlpool WHR Stock Holding History

Arden 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
2020
Q2 		– Sell
-63
Closed -$5K – 751
2020
Q1 		$5K Buy
+63
New +$8.28K ﹤0.01% 642
2016
Q3 		– Sell
-3,148
Closed -$525 – 506
2016
Q2 		$525 Buy
3,148
+386
+14% +$68.1K 0.04% 357
2016
Q1 		$498K Buy
2,762
+979
+55% +$146K 0.04% 372
2015
Q4 		$262K Buy
1,783
+49
+3% +$7.6K 0.02% 506
2015
Q3 		$256K Buy
+1,734
New +$293K 0.02% 567

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 $5.7T 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 $6.07B AUM 11.2% 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