DF Dent & Co’s Whirlpool WHR Stock Holding History

DF Dent & Co’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 Q1	–	Sell	-2,166	Closed	-$365K	–	244
2017 Q4	$365K	Buy	+2,166	New	+$367K	0.01%	187

Other funds holding WHR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

DF Dent & Co's WHR Position: Q1 2018 in Review

DF Dent & Co sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 2,166 shares — an estimated $365K sold.

DF Dent & Co first reported a position in WHR in Q4 2017 and held it in 1 quarter. The position peaked at $365K in Q4 2017. 622 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

DF Dent & Co reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
DF Dent & Co sold 2,166 Whirlpool shares in Q1 2018, an estimated $365K.
DF Dent & Co first reported a position in Whirlpool in Q4 2017 and held it in 1 quarter.
DF Dent & Co's Whirlpool position peaked at $365K in Q4 2017.
622 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on DF Dent & Co's 13F filing for Q1 2018, filed 15 May 2018.