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Hotaling Investment Management’s Whirlpool WHR Stock Holding History

Hotaling Investment 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
Q3 		– Sell
-1,597
Closed -$207K – 115
2020
Q2 		$207K Buy
+1,597
New +$183K 0.12% 101

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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
BlackRock New York $5.72T 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
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

Hotaling Investment Management's WHR Position: Q3 2020 in Review

Hotaling Investment Management sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 1,597 shares — an estimated $207K sold.

Hotaling Investment Management first reported a position in WHR in Q2 2020 and held it in 1 quarter. The position peaked at $207K in Q2 2020. 553 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Hotaling Investment Management reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Hotaling Investment Management sold 1,597 Whirlpool shares in Q3 2020, an estimated $207K.
  • Hotaling Investment Management first reported a position in Whirlpool in Q2 2020 and held it in 1 quarter.
  • Hotaling Investment Management's Whirlpool position peaked at $207K in Q2 2020.
  • 553 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Hotaling Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.