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Aspire Private Capital’s Whirlpool WHR Stock Holding History

Aspire Private Capital’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
Q1 		– Sell
-50
Closed -$7K – 489
2019
Q4 		$7K Hold
50
– – ﹤0.01% 284
2019
Q3 		$8K Sell
50
-35
-41% -$5.03K ﹤0.01% 269
2019
Q2 		$12K Sell
85
-4
-4% -$536 0.01% 254
2019
Q1 		$12K Hold
89
– – 0.01% 306
2018
Q4 		$10K Buy
+89
New +$10.1K 0.01% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aspire Private Capital's WHR Position: Q1 2020 in Review

Aspire Private Capital sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 50 shares — an estimated $7K sold.

Aspire Private Capital first reported a position in WHR in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2019. 503 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Aspire Private Capital reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Aspire Private Capital sold 50 Whirlpool shares in Q1 2020, an estimated $7K.
  • Aspire Private Capital first reported a position in Whirlpool in Q4 2018 and held it in 5 quarters.
  • Aspire Private Capital's Whirlpool position peaked at $12K in Q2 2019.
  • 503 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Aspire Private Capital's 13F filing for Q1 2020, filed 14 May 2020.