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HighPoint Advisor Group’s Whirlpool WHR Stock Holding History

HighPoint Advisor Group’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
2019
Q4 		– Sell
-1,812
Closed -$280K – 476
2019
Q3 		$280K Sell
1,812
-527
-23% -$75.7K 0.06% 259
2019
Q2 		$346K Sell
2,339
-447
-16% -$59.9K 0.08% 214
2019
Q1 		$383K Buy
2,786
+748
+37% +$98.8K 0.09% 195
2018
Q4 		$288K Buy
2,038
+25
+1% +$2.84K 0.08% 234
2018
Q3 		$214K Buy
2,013
+49
+2% +$6.5K 0.06% 290
2018
Q2 		$251K Buy
+1,964
New +$298K 0.07% 273
2017
Q3 		– Sell
-1,850
Closed -$329K – 295
2017
Q2 		$329K Hold
1,850
– – 0.11% 199
2017
Q1 		$329K Buy
+1,850
New +$329K 0.11% 199

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

HighPoint Advisor Group's WHR Position: Q4 2019 in Review

HighPoint Advisor Group sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 1,812 shares — an estimated $280K sold.

HighPoint Advisor Group first reported a position in WHR in Q1 2017 and held it in 8 quarters. The position peaked at $383K in Q1 2019. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • HighPoint Advisor Group reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,812 Whirlpool shares in Q4 2019, an estimated $280K.
  • HighPoint Advisor Group first reported a position in Whirlpool in Q1 2017 and held it in 8 quarters.
  • HighPoint Advisor Group's Whirlpool position peaked at $383K in Q1 2019.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on HighPoint Advisor Group's 13F filing for Q4 2019, filed 13 Feb 2020.