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Birinyi Associates’s Whirlpool WHR Stock Holding History

Birinyi Associates’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
Q4 		– Sell
-1,750
Closed -$284K – 94
2016
Q3 		$284K Buy
+1,750
New +$310K 0.15% 76
2014
Q3 		– Sell
-3,000
Closed -$418K – 97
2014
Q2 		$418K Buy
+3,000
New +$440K 0.19% 64
2013
Q4 		– Sell
-1,000
Closed -$146K – 93
2013
Q3 		$146K Buy
+1,000
New +$132K 0.08% 84

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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

Birinyi Associates's WHR Position: Q4 2016 in Review

Birinyi Associates sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 1,750 shares — an estimated $284K sold.

Birinyi Associates first reported a position in WHR in Q3 2013 and held it in 3 quarters. The position peaked at $418K in Q2 2014. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Birinyi Associates reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Birinyi Associates sold 1,750 Whirlpool shares in Q4 2016, an estimated $284K.
  • Birinyi Associates first reported a position in Whirlpool in Q3 2013 and held it in 3 quarters.
  • Birinyi Associates's Whirlpool position peaked at $418K in Q2 2014.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Birinyi Associates's 13F filing for Q4 2016, filed 13 Feb 2017.