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Harry Burn’s Whirlpool WHR Stock Holding History

Harry Burn’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
2021
Q2 		– Sell
-330,665
Closed -$72.9M – 42
2021
Q1 		$72.9M Buy
330,665
+14,840
+5% +$2.95M 2.13% 30
2020
Q4 		$57M Sell
315,825
-62,220
-16% -$11.9M 1.7% 38
2020
Q3 		$69.5M Sell
378,045
-320,413
-46% -$53.2M 2.17% 32
2020
Q2 		$90.5M Buy
+698,458
New +$79.9M 2.79% 15

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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Harry Burn's WHR Position: Q2 2021 in Review

Harry Burn sold out of Whirlpool (WHR) in Q2 2021, closing a stake of 330,665 shares — an estimated $72.9M sold.

Harry Burn first reported a position in WHR in Q2 2020 and held it in 4 quarters. The position peaked at $90.5M in Q2 2020. 662 funds tracked by Wall St. Rank hold WHR as of Q2 2021.

  • Harry Burn reported no remaining Whirlpool position as of Q2 2021 after selling out during the quarter.
  • Harry Burn sold 330,665 Whirlpool shares in Q2 2021, an estimated $72.9M.
  • Harry Burn first reported a position in Whirlpool in Q2 2020 and held it in 4 quarters.
  • Harry Burn's Whirlpool position peaked at $90.5M in Q2 2020.
  • 662 funds tracked by Wall St. Rank held Whirlpool as of Q2 2021.

Based on Sound Shore Management's 13F filing for Q2 2021, filed 5 Aug 2021.