HFM
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Harvest Fund Management’s Whirlpool WHR Stock Holding History

Harvest Fund Management’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
Q4 		– Sell
-675
Closed -$130K – 666
2020
Q3 		$130K Buy
+675
New +$112K 0.01% 231
2019
Q4 		– Sell
-230
Closed -$36K – 481
2019
Q3 		$36K Buy
+230
New +$33K ﹤0.01% 324

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 $6.07B AUM 11.2% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Fund Management's WHR Position: Q4 2020 in Review

Harvest Fund Management sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 675 shares — an estimated $130K sold.

Harvest Fund Management first reported a position in WHR in Q3 2019 and held it in 2 quarters. The position peaked at $130K in Q3 2020. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Harvest Fund Management reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
  • Harvest Fund Management sold 675 Whirlpool shares in Q4 2020, an estimated $130K.
  • Harvest Fund Management first reported a position in Whirlpool in Q3 2019 and held it in 2 quarters.
  • Harvest Fund Management's Whirlpool position peaked at $130K in Q3 2020.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Harvest Fund Management's 13F filing for Q4 2020, filed 10 Feb 2021.