HAG
WHR icon

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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