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Boys Arnold & Co’s Whirlpool WHR Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-2,285
Closed -$341K – 285
2018
Q1 		$341K Sell
2,285
-1,080
-32% -$180K 0.05% 240
2017
Q4 		$567K Sell
3,365
-135
-4% -$22.9K 0.09% 193
2017
Q3 		$646K Sell
3,500
-75
-2% -$13.4K 0.1% 178
2017
Q2 		$685K Buy
3,575
+375
+12% +$68.6K 0.09% 171
2017
Q1 		$548K Buy
+3,200
New +$568K 0.09% 188

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
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
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

Boys Arnold & Co's WHR Position: Q2 2018 in Review

Boys Arnold & Co sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 2,285 shares — an estimated $341K sold.

Boys Arnold & Co first reported a position in WHR in Q1 2017 and held it in 5 quarters. The position peaked at $685K in Q2 2017. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Boys Arnold & Co reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Boys Arnold & Co sold 2,285 Whirlpool shares in Q2 2018, an estimated $341K.
  • Boys Arnold & Co first reported a position in Whirlpool in Q1 2017 and held it in 5 quarters.
  • Boys Arnold & Co's Whirlpool position peaked at $685K in Q2 2017.
  • 591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Boys Arnold & Co's 13F filing for Q2 2018, filed 2 Aug 2018.