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Boston Trust Walden’s Whirlpool WHR Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-1,286
Closed -$217K – 392
2017
Q4 		$217K Sell
1,286
-500
-28% -$84.7K ﹤0.01% 375
2017
Q3 		$329K Buy
+1,786
New +$319K 0.01% 353

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Boston Trust Walden's WHR Position: Q1 2018 in Review

Boston Trust Walden sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 1,286 shares — an estimated $217K sold.

Boston Trust Walden first reported a position in WHR in Q3 2017 and held it in 2 quarters. The position peaked at $329K in Q3 2017. 624 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • Boston Trust Walden reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • Boston Trust Walden sold 1,286 Whirlpool shares in Q1 2018, an estimated $217K.
  • Boston Trust Walden first reported a position in Whirlpool in Q3 2017 and held it in 2 quarters.
  • Boston Trust Walden's Whirlpool position peaked at $329K in Q3 2017.
  • 624 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Boston Trust Walden's 13F filing for Q1 2018, filed 13 Apr 2018.