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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 -$525K – 506
2016
Q2 		$525K 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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arden Trust's WHR Position: Q2 2020 in Review

Arden Trust sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 63 shares — an estimated $5K sold.

Arden Trust first reported a position in WHR in Q3 2015 and held it in 5 quarters. The position peaked at $525K in Q2 2016. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Arden Trust reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 63 Whirlpool shares in Q2 2020, an estimated $5K.
  • Arden Trust first reported a position in Whirlpool in Q3 2015 and held it in 5 quarters.
  • Arden Trust's Whirlpool position peaked at $525K in Q2 2016.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.