CAW
WHR icon

Cornerstone Advisors (Washington)’s Whirlpool WHR Stock Holding History

Cornerstone Advisors (Washington)’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 		$17K Buy
93
+3
+3% +$498 ﹤0.01% 393
2020
Q2 		$12K Sell
90
-6
-6% -$687 ﹤0.01% 420
2020
Q1 		$8K Buy
96
+29
+43% +$3.81K ﹤0.01% 435
2019
Q4 		$10K Hold
67
– – ﹤0.01% 431
2019
Q3 		$11K Buy
67
+39
+139% +$5.6K ﹤0.01% 405
2019
Q2 		$4K Buy
28
+16
+133% +$2.15K ﹤0.01% 994
2019
Q1 		$2K Sell
12
-136
-92% -$18K ﹤0.01% 1070
2018
Q4 		$16K Buy
148
+6
+4% +$681 ﹤0.01% 553
2018
Q3 		$17K Sell
142
-3
-2% -$398 0.01% 559
2018
Q2 		$21K Hold
145
– – 0.01% 495
2018
Q1 		$22K Sell
145
-11
-7% -$1.84K 0.02% 484
2017
Q4 		$26K Sell
156
-12
-7% -$2.03K 0.02% 435
2017
Q3 		$31K Hold
168
– – 0.02% 377
2017
Q2 		$32K Hold
168
– – 0.02% 374
2017
Q1 		$29K Hold
168
– – 0.02% 397
2016
Q4 		$31K Sell
168
-13
-7% -$2.15K 0.03% 371
2016
Q3 		$29K Buy
181
+123
+212% +$21.8K 0.02% 374
2016
Q2 		$10K Hold
58
– – 0.01% 429
2016
Q1 		$10K Buy
58
+48
+480% +$7.16K 0.01% 427
2015
Q4 		$1K Hold
10
– – ﹤0.01% 864
2015
Q3 		$1K Buy
10
+3
+43% +$508 ﹤0.01% 849
2015
Q2 		$1K Hold
7
– – ﹤0.01% 738
2015
Q1 		$1K Hold
7
– – ﹤0.01% 755
2014
Q4 		$1K Buy
+7
New +$1.2K ﹤0.01% 732
2014
Q3 		– Sell
-7
Closed -$1K – 652
2014
Q2 		$1K Hold
7
– – ﹤0.01% 620
2014
Q1 		$1K Buy
+7
New +$1.01K ﹤0.01% 557

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 $8.66B AUM 17.37% 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

Cornerstone Advisors (Washington)'s WHR Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Whirlpool (WHR) stake by 3.3% in Q3 2020, buying an estimated $498 and bringing the position to 93 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Cornerstone Advisors (Washington) first reported a position in WHR in Q1 2014 and has held it in 26 quarters since. The position peaked at $32K in Q2 2017. 554 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Cornerstone Advisors (Washington) held 93 shares of Whirlpool worth $17K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 3 Whirlpool shares in Q3 2020, an estimated $498.
  • Whirlpool made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #393 holding.
  • Cornerstone Advisors (Washington) first reported a position in Whirlpool in Q1 2014 and has held it in 26 quarters since.
  • Cornerstone Advisors (Washington)'s Whirlpool position peaked at $32K in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.