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Foresters Investment Management’s Whirlpool WHR Stock Holding History

Foresters 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
Q2 		– Sell
-64,225
Closed -$9.83M – 404
2018
Q1 		$9.83M Sell
64,225
-40,255
-39% -$6.72M 0.16% 181
2017
Q4 		$17.6M Sell
104,480
-56,045
-35% -$9.5M 0.28% 132
2017
Q3 		$29.6M Buy
160,525
+100
+0.1% +$17.9K 0.48% 73
2017
Q2 		$30.7M Buy
160,425
+100
+0.1% +$18.3K 0.52% 67
2017
Q1 		$27.5M Sell
160,325
-5,800
-3% -$1.03M 0.48% 71
2016
Q4 		$30.2M Buy
166,125
+16,800
+11% +$2.78M 0.54% 66
2016
Q3 		$24.2M Buy
149,325
+750
+0.5% +$133K 0.45% 82
2016
Q2 		$24.8M Buy
148,575
+16,600
+13% +$2.93M 0.48% 74
2016
Q1 		$23.8M Buy
131,975
+900
+0.7% +$134K 0.48% 78
2015
Q4 		$19.3M Sell
131,075
-8,500
-6% -$1.32M 0.39% 98
2015
Q3 		$20.6M Sell
139,575
-61,400
-31% -$10.4M 0.44% 90
2015
Q2 		$34.8M Buy
200,975
+4,500
+2% +$845K 0.66% 50
2015
Q1 		$39.7M Buy
196,475
+64,775
+49% +$13.2M 0.77% 34
2014
Q4 		$25.5M Buy
+131,700
New +$22.6M 0.51% 81

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 $3.38T AUM 44.17% 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

Foresters Investment Management's WHR Position: Q2 2018 in Review

Foresters Investment Management sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 64,225 shares — an estimated $9.83M sold.

Foresters Investment Management first reported a position in WHR in Q4 2014 and held it in 14 quarters. The position peaked at $39.7M in Q1 2015. 592 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Foresters Investment Management reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Foresters Investment Management sold 64,225 Whirlpool shares in Q2 2018, an estimated $9.83M.
  • Foresters Investment Management first reported a position in Whirlpool in Q4 2014 and held it in 14 quarters.
  • Foresters Investment Management's Whirlpool position peaked at $39.7M in Q1 2015.
  • 592 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Foresters Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.