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Cascadia Advisory Services’s Whirlpool WHR Stock Holding History

Cascadia Advisory Services’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
Q3 		$1.12M Sell
6,091
-7,751
-56% -$1.29M 0.31% 93
2020
Q2 		$1.79M Buy
+13,842
New +$1.58M 0.55% 69

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 $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cascadia Advisory Services's WHR Position: Q3 2020 in Review

Cascadia Advisory Services reduced its Whirlpool (WHR) stake by 56% in Q3 2020, selling an estimated $1.29M and leaving 6,091 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #93.

Cascadia Advisory Services first reported a position in WHR in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.79M in Q2 2020. 553 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Cascadia Advisory Services held 6,091 shares of Whirlpool worth $1.12M as of Q3 2020.
  • Cascadia Advisory Services sold 7,751 Whirlpool shares in Q3 2020, an estimated $1.29M.
  • Whirlpool made up 0.31% of Cascadia Advisory Services's portfolio in Q3 2020, its #93 holding.
  • Cascadia Advisory Services first reported a position in Whirlpool in Q2 2020 and has held it in 2 quarters since.
  • Cascadia Advisory Services's Whirlpool position peaked at $1.79M in Q2 2020.
  • 553 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.