FM
WHR icon

Forward Management’s Whirlpool WHR Stock Holding History

Forward 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
-4,030
Closed -$617K – 189
2018
Q1 		$617K Buy
+4,030
New +$673K 0.09% 125
2015
Q2 		– Sell
-325
Closed -$66K – 374
2015
Q1 		$66K Buy
+325
New +$66K ﹤0.01% 340
2014
Q4 		– Sell
-300
Closed -$44K – 428
2014
Q3 		$44K Hold
300
– – ﹤0.01% 359
2014
Q2 		$42K Buy
+300
New +$44K ﹤0.01% 330

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
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

Forward Management's WHR Position: Q2 2018 in Review

Forward Management sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 4,030 shares — an estimated $617K sold.

Forward Management first reported a position in WHR in Q2 2014 and held it in 4 quarters. The position peaked at $617K in Q1 2018. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Forward Management reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Forward Management sold 4,030 Whirlpool shares in Q2 2018, an estimated $617K.
  • Forward Management first reported a position in Whirlpool in Q2 2014 and held it in 4 quarters.
  • Forward Management's Whirlpool position peaked at $617K in Q1 2018.
  • 591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Forward Management's 13F filing for Q2 2018, filed 1 Aug 2018.