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Buckingham Capital Management (New York)’s Whirlpool WHR Stock Holding History

Buckingham Capital Management (New York)’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
2014
Q3 		– Sell
-157,907
Closed -$22M – 115
2014
Q2 		$22M Buy
157,907
+17,487
+12% +$2.57M 1.78% 14
2014
Q1 		$21M Buy
140,420
+55,320
+65% +$8.01M 1.94% 16
2013
Q4 		$13.3M Buy
85,100
+35,100
+70% +$5.15M 1.35% 23
2013
Q3 		$7.32M Buy
+50,000
New +$6.61M 0.71% 51

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Appaloosa Management
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Evercore Trust Company
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Buckingham Capital Management (New York)'s WHR Position: Q3 2014 in Review

Buckingham Capital Management (New York) sold out of Whirlpool (WHR) in Q3 2014, closing a stake of 157,907 shares — an estimated $22M sold.

Buckingham Capital Management (New York) first reported a position in WHR in Q3 2013 and held it in 4 quarters. The position peaked at $22M in Q2 2014. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Buckingham Capital Management (New York) reported no remaining Whirlpool position as of Q3 2014 after selling out during the quarter.
  • Buckingham Capital Management (New York) sold 157,907 Whirlpool shares in Q3 2014, an estimated $22M.
  • Buckingham Capital Management (New York) first reported a position in Whirlpool in Q3 2013 and held it in 4 quarters.
  • Buckingham Capital Management (New York)'s Whirlpool position peaked at $22M in Q2 2014.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Buckingham Capital Management (New York)'s 13F filing for Q3 2014, filed 14 Nov 2014.