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ExxonMobil Investment Management’s Whirlpool WHR Stock Holding History

ExxonMobil Investment 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
2018
Q1 		$1.66M Sell
10,822
-605
-5% -$101K 0.05% 398
2017
Q4 		$1.93M Sell
11,427
-1,900
-14% -$322K 0.05% 381
2017
Q3 		$2.46M Sell
13,327
-875
-6% -$156K 0.06% 332
2017
Q2 		$2.72M Sell
14,202
-2,340
-14% -$428K 0.07% 317
2017
Q1 		$2.83M Sell
16,542
-843
-5% -$150K 0.06% 340
2016
Q4 		$3.16M Sell
17,385
-1,879
-10% -$311K 0.07% 312
2016
Q3 		$3.12M Sell
19,264
-400
-2% -$70.9K 0.07% 333
2016
Q2 		$3.28M Buy
19,664
+860
+5% +$152K 0.07% 313
2016
Q1 		$3.39M Buy
18,804
+1,277
+7% +$190K 0.08% 295
2015
Q4 		$2.57M Sell
17,527
-475
-3% -$73.7K 0.06% 336
2015
Q3 		$2.65M Buy
18,002
+543
+3% +$91.9K 0.07% 323
2015
Q2 		$3.02M Sell
17,459
-1,323
-7% -$249K 0.07% 309
2015
Q1 		$3.79M Buy
18,782
+423
+2% +$85.9K 0.09% 276
2014
Q4 		$3.56M Sell
18,359
-752
-4% -$129K 0.08% 284
2014
Q3 		$2.78M Sell
19,111
-668
-3% -$98.7K 0.06% 336
2014
Q2 		$2.75M Sell
19,779
-507
-2% -$74.4K 0.06% 354
2014
Q1 		$3.03M Sell
20,286
-147
-0.7% -$21.3K 0.07% 328
2013
Q4 		$3.21M Sell
20,433
-641
-3% -$94K 0.07% 316
2013
Q3 		$3.09M Sell
21,074
-924
-4% -$122K 0.08% 311
2013
Q2 		$2.52M Buy
+21,998
New +$2.67M 0.06% 349

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ExxonMobil Investment Management's WHR Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Whirlpool (WHR) stake by 5.3% in Q1 2018, selling an estimated $101K and leaving 10,822 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #398.

ExxonMobil Investment Management first reported a position in WHR in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.79M in Q1 2015. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • ExxonMobil Investment Management held 10,822 shares of Whirlpool worth $1.66M as of Q1 2018.
  • ExxonMobil Investment Management sold 605 Whirlpool shares in Q1 2018, an estimated $101K.
  • Whirlpool made up 0.05% of ExxonMobil Investment Management's portfolio in Q1 2018, its #398 holding.
  • ExxonMobil Investment Management first reported a position in Whirlpool in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's Whirlpool position peaked at $3.79M in Q1 2015.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.