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Cumberland Partners’s Whirlpool WHR Stock Holding History

Cumberland Partners’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
2018
Q4 		– Sell
-5,000
Closed -$594K – 199
2018
Q3 		$594K Buy
5,000
+1,000
+25% +$133K 0.06% 129
2018
Q2 		$585K Buy
+4,000
New +$608K 0.06% 129

Other funds holding WHR

Primecap Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Cumberland Partners's WHR Position: Q4 2018 in Review

Cumberland Partners sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 5,000 shares — an estimated $594K sold.

Cumberland Partners first reported a position in WHR in Q2 2018 and held it in 2 quarters. The position peaked at $594K in Q3 2018. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Cumberland Partners reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Cumberland Partners sold 5,000 Whirlpool shares in Q4 2018, an estimated $594K.
  • Cumberland Partners first reported a position in Whirlpool in Q2 2018 and held it in 2 quarters.
  • Cumberland Partners's Whirlpool position peaked at $594K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Cumberland Partners's 13F filing for Q4 2018, filed 13 Feb 2019.