Glenview Trust’s Whirlpool WHR Stock Holding History

Glenview Trust’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 Q4	–	Sell	-19,092	Closed	-$2.27M	–	331
2018 Q3	$2.27M	Sell	19,092 -36,214	-65%	-$4.8M	0.14%	131
2018 Q2	$8.09M	Buy	55,306 +211	+0.4%	+$32.1K	0.6%	50
2018 Q1	$8.44M	Buy	55,095 +1,490	+3%	+$249K	0.58%	55
2017 Q4	$9.04M	Buy	53,605 +8,736	+19%	+$1.48M	0.62%	55
2017 Q3	$8.28M	Buy	+44,869	New	+$8.02M	0.61%	55

Other funds holding WHR

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Glenview Trust's WHR Position: Q4 2018 in Review

Glenview Trust sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 19,092 shares — an estimated $2.27M sold.

Glenview Trust first reported a position in WHR in Q3 2017 and held it in 5 quarters. The position peaked at $9.04M in Q4 2017. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

Glenview Trust reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
Glenview Trust sold 19,092 Whirlpool shares in Q4 2018, an estimated $2.27M.
Glenview Trust first reported a position in Whirlpool in Q3 2017 and held it in 5 quarters.
Glenview Trust's Whirlpool position peaked at $9.04M in Q4 2017.
527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Glenview Trust's 13F filing for Q4 2018, filed 14 Feb 2019.