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Cypress Funds’s Whirlpool WHR Stock Holding History

Cypress Funds’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
-122,000
Closed -$17M – 19
2014
Q2 		$17M Hold
122,000
– – 4.44% 12
2014
Q1 		$18.2M Buy
122,000
+15,900
+15% +$2.3M 4.4% 9
2013
Q4 		$16.6M Hold
106,100
– – 4.69% 11
2013
Q3 		$15.5M Sell
106,100
-23,300
-18% -$3.08M 5.23% 10
2013
Q2 		$14.8M Buy
+129,400
New +$15.7M 5.53% 13

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cypress Funds's WHR Position: Q3 2014 in Review

Cypress Funds sold out of Whirlpool (WHR) in Q3 2014, closing a stake of 122,000 shares — an estimated $17M sold.

Cypress Funds first reported a position in WHR in Q2 2013 and held it in 5 quarters. The position peaked at $18.2M in Q1 2014. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Cypress Funds reported no remaining Whirlpool position as of Q3 2014 after selling out during the quarter.
  • Cypress Funds sold 122,000 Whirlpool shares in Q3 2014, an estimated $17M.
  • Cypress Funds first reported a position in Whirlpool in Q2 2013 and held it in 5 quarters.
  • Cypress Funds's Whirlpool position peaked at $18.2M in Q1 2014.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Cypress Funds's 13F filing for Q3 2014, filed 6 Nov 2014.