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Edinburgh Partners’s Whirlpool WHR Stock Holding History

Edinburgh 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
Q1 		– Sell
-159,301
Closed -$26.9M – 23
2017
Q4 		$26.9M Sell
159,301
-15,382
-9% -$2.61M 7.09% 6
2017
Q3 		$32.2M Sell
174,683
-12,216
-7% -$2.18M 7.76% 6
2017
Q2 		$35.8M Sell
186,899
-28,803
-13% -$5.27M 9.99% 5
2017
Q1 		$37M Sell
215,702
-116,640
-35% -$20.7M 8.6% 4
2016
Q4 		$60.4M Sell
332,342
-2,420
-0.7% -$401K 12.71% 3
2016
Q3 		$54.3M Sell
334,762
-70,677
-17% -$12.5M 10.1% 4
2016
Q2 		$67.6M Sell
405,439
-131,738
-25% -$23.2M 10.25% 3
2016
Q1 		$96.9M Buy
537,177
+69,742
+15% +$10.4M 10.91% 1
2015
Q4 		$68.7M Sell
467,435
-1,257
-0.3% -$195K 7.42% 9
2015
Q3 		$69M Buy
468,692
+34,427
+8% +$5.83M 7.28% 10
2015
Q2 		$73.7M Sell
434,265
-200
-0% -$37.6K 8.12% 9
2015
Q1 		$87.5M Buy
+434,465
New +$88.2M 10.18% 8

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $6.07B AUM 11.2% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return