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Doyle Wealth Management’s Whirlpool WHR Stock Holding History

Doyle Wealth 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
Q3 		– Sell
-244
Closed -$35K – 766
2019
Q2 		$35K Buy
+244
New +$32.7K ﹤0.01% 430
2019
Q1 		– Sell
-485
Closed -$52K – 760
2018
Q4 		$52K Buy
+485
New +$55K 0.01% 348

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Doyle Wealth Management's WHR Position: Q3 2019 in Review

Doyle Wealth Management sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 244 shares — an estimated $35K sold.

Doyle Wealth Management first reported a position in WHR in Q4 2018 and held it in 2 quarters. The position peaked at $52K in Q4 2018. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

  • Doyle Wealth Management reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 244 Whirlpool shares in Q3 2019, an estimated $35K.
  • Doyle Wealth Management first reported a position in Whirlpool in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Whirlpool position peaked at $52K in Q4 2018.
  • 536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.