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Bridges Investment Management’s Whirlpool WHR Stock Holding History

Bridges Investment Management’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
2019
Q4 		– Sell
-5,560
Closed -$881K – 392
2019
Q3 		$881K Buy
5,560
+540
+11% +$77.5K 0.03% 216
2019
Q2 		$715K Buy
5,020
+780
+18% +$105K 0.03% 244
2019
Q1 		$563K Sell
4,240
-410
-9% -$54.2K 0.02% 247
2018
Q4 		$496K Buy
+4,650
New +$527K 0.02% 252

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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bridges Investment Management's WHR Position: Q4 2019 in Review

Bridges Investment Management sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 5,560 shares — an estimated $881K sold.

Bridges Investment Management first reported a position in WHR in Q4 2018 and held it in 4 quarters. The position peaked at $881K in Q3 2019. 558 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Bridges Investment Management reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • Bridges Investment Management sold 5,560 Whirlpool shares in Q4 2019, an estimated $881K.
  • Bridges Investment Management first reported a position in Whirlpool in Q4 2018 and held it in 4 quarters.
  • Bridges Investment Management's Whirlpool position peaked at $881K in Q3 2019.
  • 558 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Bridges Investment Management's 13F filing for Q4 2019, filed 18 Feb 2020.