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Axiom Investors’s Whirlpool WHR Stock Holding History

Axiom Investors’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
2016
Q2 		– Sell
-311,045
Closed -$56.1M – 153
2016
Q1 		$56.1M Sell
311,045
-61,339
-16% -$9.14M 1.74% 22
2015
Q4 		$54.7M Sell
372,384
-76,245
-17% -$11.8M 1.77% 20
2015
Q3 		$66.1M Sell
448,629
-207,649
-32% -$35.1M 2.08% 14
2015
Q2 		$114M Sell
656,278
-6,741
-1% -$1.27M 3.26% 3
2015
Q1 		$134M Buy
663,019
+207,527
+46% +$42.1M 3.62% 2
2014
Q4 		$88.2M Buy
+455,492
New +$78.2M 2.18% 8

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Axiom Investors's WHR Position: Q2 2016 in Review

Axiom Investors sold out of Whirlpool (WHR) in Q2 2016, closing a stake of 311,045 shares — an estimated $56.1M sold.

Axiom Investors first reported a position in WHR in Q4 2014 and held it in 6 quarters. The position peaked at $134M in Q1 2015. 599 funds tracked by Wall St. Rank hold WHR as of Q2 2016.

  • Axiom Investors reported no remaining Whirlpool position as of Q2 2016 after selling out during the quarter.
  • Axiom Investors sold 311,045 Whirlpool shares in Q2 2016, an estimated $56.1M.
  • Axiom Investors first reported a position in Whirlpool in Q4 2014 and held it in 6 quarters.
  • Axiom Investors's Whirlpool position peaked at $134M in Q1 2015.
  • 599 funds tracked by Wall St. Rank held Whirlpool as of Q2 2016.

Based on Axiom Investors's 13F filing for Q2 2016, filed 11 Aug 2016.