Grimes & Company’s Whirlpool WHR Stock Holding History

Grimes & Company’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 Q2	–	Sell	-1,624	Closed	-$249K	–	254
2018 Q1	$249K	Buy	+1,624	New	+$271K	0.02%	201

Other funds holding WHR

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grimes & Company's WHR Position: Q2 2018 in Review

Grimes & Company sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 1,624 shares — an estimated $249K sold.

Grimes & Company first reported a position in WHR in Q1 2018 and held it in 1 quarter. The position peaked at $249K in Q1 2018. 590 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

Grimes & Company reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
Grimes & Company sold 1,624 Whirlpool shares in Q2 2018, an estimated $249K.
Grimes & Company first reported a position in Whirlpool in Q1 2018 and held it in 1 quarter.
Grimes & Company's Whirlpool position peaked at $249K in Q1 2018.
590 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Grimes & Company's 13F filing for Q2 2018, filed 10 Aug 2018.