GIA
WHR icon

Granite Investment Advisors’s Whirlpool WHR Stock Holding History

Granite Investment 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
2018
Q1 		– Sell
-23,118
Closed -$3.9M – 182
2017
Q4 		$3.9M Sell
23,118
-3,907
-14% -$662K 0.69% 48
2017
Q3 		$4.98M Sell
27,025
-350
-1% -$62.6K 0.9% 51
2017
Q2 		$5.23M Sell
27,375
-2,572
-9% -$470K 0.95% 47
2017
Q1 		$5.13M Buy
29,947
+4,109
+16% +$730K 0.91% 52
2016
Q4 		$4.7M Sell
25,838
-974
-4% -$161K 0.96% 53
2016
Q3 		$4.35M Sell
26,812
-1,000
-4% -$177K 0.89% 56
2016
Q2 		$4.63M Sell
27,812
-15,436
-36% -$2.72M 0.94% 52
2016
Q1 		$7.8M Sell
43,248
-1,579
-4% -$235K 1.58% 22
2015
Q4 		$6.58M Sell
44,827
-2,743
-6% -$426K 1.35% 28
2015
Q3 		$7M Sell
47,570
-3,035
-6% -$514K 1.37% 31
2015
Q2 		$8.76M Sell
50,605
-1,160
-2% -$218K 1.53% 24
2015
Q1 		$10.5M Sell
51,765
-9,830
-16% -$2M 2.46% 18
2014
Q4 		$11.9M Sell
61,595
-1,810
-3% -$311K 2.82% 13
2014
Q3 		$9.23M Buy
+63,405
New +$9.37M 2.14% 29

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Granite Investment Advisors's WHR Position: Q1 2018 in Review

Granite Investment Advisors sold out of Whirlpool (WHR) in Q1 2018, closing a stake of 23,118 shares — an estimated $3.9M sold.

Granite Investment Advisors first reported a position in WHR in Q3 2014 and held it in 14 quarters. The position peaked at $11.9M in Q4 2014. 623 funds tracked by Wall St. Rank hold WHR as of Q1 2018.

  • Granite Investment Advisors reported no remaining Whirlpool position as of Q1 2018 after selling out during the quarter.
  • Granite Investment Advisors sold 23,118 Whirlpool shares in Q1 2018, an estimated $3.9M.
  • Granite Investment Advisors first reported a position in Whirlpool in Q3 2014 and held it in 14 quarters.
  • Granite Investment Advisors's Whirlpool position peaked at $11.9M in Q4 2014.
  • 623 funds tracked by Wall St. Rank held Whirlpool as of Q1 2018.

Based on Granite Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.