BP’s Whirlpool WHR Stock Holding History

BP’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
2020 Q1	–	Sell	-7,000	Closed	-$1.03M	–	548
2019 Q4	$1.03M	Hold	7,000	–	–	0.03%	422
2019 Q3	$1.11M	Hold	7,000	–	–	0.04%	412
2019 Q2	$996K	Hold	7,000	–	–	0.04%	413
2019 Q1	$930K	Hold	7,000	–	–	0.04%	355
2018 Q4	$748K	Buy	+7,000	New	+$794K	0.03%	399
2017 Q4	–	Sell	-10,000	Closed	-$1.84M	–	447
2017 Q3	$1.84M	Hold	10,000	–	–	0.07%	307
2017 Q2	$1.92M	Hold	10,000	–	–	0.07%	293
2017 Q1	$1.71M	Hold	10,000	–	–	0.06%	313
2016 Q4	$1.82M	Hold	10,000	–	–	0.07%	316
2016 Q3	$1.62M	Hold	10,000	–	–	0.06%	318
2016 Q2	$1.67M	Buy	+10,000	New	+$1.76M	0.07%	287

Other funds holding WHR

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BP's WHR Position: Q1 2020 in Review

BP sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 7,000 shares — an estimated $1.03M sold.

BP first reported a position in WHR in Q2 2016 and held it in 11 quarters. The position peaked at $1.92M in Q2 2017. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

BP reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
BP sold 7,000 Whirlpool shares in Q1 2020, an estimated $1.03M.
BP first reported a position in Whirlpool in Q2 2016 and held it in 11 quarters.
BP's Whirlpool position peaked at $1.92M in Q2 2017.
502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on BP's 13F filing for Q1 2020, filed 5 May 2020.