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Dimension Capital Management’s Whirlpool WHR Stock Holding History

Dimension Capital Management’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
2019
Q4 		– Sell
-1,933
Closed -$306K – 97
2019
Q3 		$306K Hold
1,933
– – 0.1% 81
2019
Q2 		$275K Hold
1,933
– – 0.09% 89
2019
Q1 		$257K Sell
1,933
-1,642
-46% -$217K 0.11% 84
2018
Q4 		$382K Hold
3,575
– – 0.19% 59
2018
Q3 		$425K Hold
3,575
– – 0.2% 60
2018
Q2 		$523K Sell
3,575
-2,015
-36% -$306K 0.29% 49
2018
Q1 		$856K Sell
5,590
-2,522
-31% -$421K 0.48% 34
2017
Q4 		$1.37M Hold
8,112
– – 0.86% 20
2017
Q3 		$1.5M Hold
8,112
– – 0.47% 20
2017
Q2 		$1.55M Buy
+8,112
New +$1.48M 0.51% 20

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimension Capital Management's WHR Position: Q4 2019 in Review

Dimension Capital Management sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 1,933 shares — an estimated $306K sold.

Dimension Capital Management first reported a position in WHR in Q2 2017 and held it in 10 quarters. The position peaked at $1.55M in Q2 2017. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Dimension Capital Management reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • Dimension Capital Management sold 1,933 Whirlpool shares in Q4 2019, an estimated $306K.
  • Dimension Capital Management first reported a position in Whirlpool in Q2 2017 and held it in 10 quarters.
  • Dimension Capital Management's Whirlpool position peaked at $1.55M in Q2 2017.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Dimension Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.