Holloway Wealth Management’s Whirlpool WHR Stock Holding History

Holloway Wealth 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 Q2	–	Hold	0	–	-$2K	–	220
2020 Q1	–	Hold	0	–	–	–	192
2019 Q4	–	Hold	0	–	–	–	184
2019 Q3	–	Hold	0	–	–	–	183
2019 Q2	–	Hold	0	–	–	–	192
2019 Q1	–	Hold	0	–	–	–	32
2018 Q4	–	Hold	0	–	–	–	27
2018 Q3	–	Hold	0	–	–	–	22
2018 Q2	–	Hold	0	–	–	–	33
2018 Q1	–	Hold	0	–	–	–	32
2017 Q4	–	Hold	0	–	–	–	27
2017 Q3	–	Hold	0	–	–	–	25
2017 Q2	–	Hold	0	–	–	–	23
2017 Q1	–	Hold	0	–	–	–	30
2016 Q4	–	Hold	0	–	–	–	21

Other funds holding WHR

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T 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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return