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Essex Savings Bank’s Whirlpool WHR Stock Holding History

Essex Savings Bank’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
-1,362
Closed -$194K – 611
2019
Q2 		$194K Buy
1,362
+717
+111% +$96.2K 0.07% 233
2019
Q1 		$86K Sell
645
-520
-45% -$68.7K 0.05% 236
2018
Q4 		$125K Buy
+1,165
New +$132K 0.08% 181

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 $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 $609M AUM 23.67% 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 $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

Essex Savings Bank's WHR Position: Q3 2019 in Review

Essex Savings Bank sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 1,362 shares — an estimated $194K sold.

Essex Savings Bank first reported a position in WHR in Q4 2018 and held it in 3 quarters. The position peaked at $194K in Q2 2019. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

  • Essex Savings Bank reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,362 Whirlpool shares in Q3 2019, an estimated $194K.
  • Essex Savings Bank first reported a position in Whirlpool in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Whirlpool position peaked at $194K in Q2 2019.
  • 536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.