Capital Square’s Whirlpool WHR Stock Holding History

Capital Square’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 Q2	–	Sell	-600	Closed	-$51K	–	289
2020 Q1	$51K	Buy	+600	New	+$78.8K	0.06%	207

Other funds holding WHR

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

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

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

BlackRock New York $5.72T AUM 30.48% 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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Square's WHR Position: Q2 2020 in Review

Capital Square sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 600 shares — an estimated $51K sold.

Capital Square first reported a position in WHR in Q1 2020 and held it in 1 quarter. The position peaked at $51K in Q1 2020. 513 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

Capital Square reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
Capital Square sold 600 Whirlpool shares in Q2 2020, an estimated $51K.
Capital Square first reported a position in Whirlpool in Q1 2020 and held it in 1 quarter.
Capital Square's Whirlpool position peaked at $51K in Q1 2020.
513 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.