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Gideon Capital Advisors’s Whirlpool WHR Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-3,679
Closed -$543K – 214
2019
Q4 		$543K Buy
+3,679
New +$556K 0.19% 164
2016
Q4 		– Sell
-4,447
Closed -$721K – 482
2016
Q3 		$721K Buy
4,447
+2,454
+123% +$435K 0.44% 78
2016
Q2 		$332K Buy
+1,993
New +$352K 0.19% 136

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gideon Capital Advisors's WHR Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 3,679 shares — an estimated $543K sold.

Gideon Capital Advisors first reported a position in WHR in Q2 2016 and held it in 3 quarters. The position peaked at $721K in Q3 2016. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,679 Whirlpool shares in Q1 2020, an estimated $543K.
  • Gideon Capital Advisors first reported a position in Whirlpool in Q2 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's Whirlpool position peaked at $721K in Q3 2016.
  • 502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.