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Foundry Partners’s Whirlpool WHR Stock Holding History

Foundry 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
2020
Q2 		– Sell
-90,619
Closed -$7.78M – 414
2020
Q1 		$7.78M Buy
90,619
+524
+0.6% +$68.8K 0.44% 73
2019
Q4 		$13.3M Buy
+90,095
New +$13.6M 0.5% 65
2016
Q4 		– Sell
-36,558
Closed -$5.93M – 452
2016
Q3 		$5.93M Buy
36,558
+3,090
+9% +$547K 0.31% 115
2016
Q2 		$5.58M Buy
33,468
+1,150
+4% +$203K 0.32% 117
2016
Q1 		$5.83M Buy
+32,318
New +$4.82M 0.58% 52

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Foundry Partners's WHR Position: Q2 2020 in Review

Foundry Partners sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 90,619 shares — an estimated $7.78M sold.

Foundry Partners first reported a position in WHR in Q1 2016 and held it in 5 quarters. The position peaked at $13.3M in Q4 2019. 514 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Foundry Partners reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Foundry Partners sold 90,619 Whirlpool shares in Q2 2020, an estimated $7.78M.
  • Foundry Partners first reported a position in Whirlpool in Q1 2016 and held it in 5 quarters.
  • Foundry Partners's Whirlpool position peaked at $13.3M in Q4 2019.
  • 514 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Foundry Partners's 13F filing for Q2 2020, filed 3 Aug 2020.