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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return