Bank Hapoalim BM’s Whirlpool WHR Stock Holding History

Bank Hapoalim BM’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
2018 Q4	–	Sell	-80,000	Closed	-$9.5M	–	195
2018 Q3	$9.5M	Hold	80,000	–	–	2.31%	10
2018 Q2	$11.7M	Hold	80,000	–	–	3.2%	6
2018 Q1	$12.2M	Hold	80,000	–	–	3.17%	7
2017 Q4	$13.5M	Hold	80,000	–	–	2.96%	7
2017 Q3	$14.8M	Hold	80,000	–	–	3.36%	4
2017 Q2	$15.3M	Hold	80,000	–	–	3.65%	6
2017 Q1	$13.7M	Hold	80,000	–	–	3.22%	6
2016 Q4	$14.5M	Hold	80,000	–	–	3.88%	4
2016 Q3	$13M	Hold	80,000	–	–	3.06%	6
2016 Q2	$13.3M	Sell	80,000 -20,000	-20%	-$3.53M	3.11%	6
2016 Q1	$18M	Hold	100,000	–	–	4.28%	5
2015 Q4	$14.7M	Hold	100,000	–	–	3.34%	7
2015 Q3	$14.7M	Hold	100,000	–	–	3.43%	4
2015 Q2	$17.3M	Hold	100,000	–	–	3.39%	5
2015 Q1	$20.2M	Hold	100,000	–	–	3.7%	4
2014 Q4	$19.4M	Hold	100,000	–	–	4.12%	4
2014 Q3	$14.6M	Hold	100,000	–	–	3.39%	6
2014 Q2	$13.9M	Buy	+100,000	New	+$14.7M	3.42%	9

Other funds holding WHR

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Bank Hapoalim BM's WHR Position: Q4 2018 in Review

Bank Hapoalim BM sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 80,000 shares — an estimated $9.5M sold.

Bank Hapoalim BM first reported a position in WHR in Q2 2014 and held it in 18 quarters. The position peaked at $20.2M in Q1 2015. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

Bank Hapoalim BM reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
Bank Hapoalim BM sold 80,000 Whirlpool shares in Q4 2018, an estimated $9.5M.
Bank Hapoalim BM first reported a position in Whirlpool in Q2 2014 and held it in 18 quarters.
Bank Hapoalim BM's Whirlpool position peaked at $20.2M in Q1 2015.
527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Bank Hapoalim BM's 13F filing for Q4 2018, filed 11 Feb 2019.