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Gargoyle Investment Advisor’s Whirlpool WHR Stock Holding History

Gargoyle Investment Advisor’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
Q3 		– Sell
-14,153
Closed -$2.07M – 135
2018
Q2 		$2.07M Hold
14,153
– – 1.15% 43
2018
Q1 		$2.17M Buy
+14,153
New +$2.36M 0.89% 44

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Gargoyle Investment Advisor's WHR Position: Q3 2018 in Review

Gargoyle Investment Advisor sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 14,153 shares — an estimated $2.07M sold.

Gargoyle Investment Advisor first reported a position in WHR in Q1 2018 and held it in 2 quarters. The position peaked at $2.17M in Q1 2018. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Gargoyle Investment Advisor reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 14,153 Whirlpool shares in Q3 2018, an estimated $2.07M.
  • Gargoyle Investment Advisor first reported a position in Whirlpool in Q1 2018 and held it in 2 quarters.
  • Gargoyle Investment Advisor's Whirlpool position peaked at $2.17M in Q1 2018.
  • 560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Gargoyle Investment Advisor's 13F filing for Q3 2018, filed 14 Nov 2018.