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Hudson Edge Investment Partners’s Whirlpool WHR Stock Holding History

Hudson Edge Investment Partners’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
-3,738
Closed -$592K – 146
2019
Q3 		$592K Buy
+3,738
New +$537K 0.17% 78
2019
Q1 		– Sell
-32,219
Closed -$3.44M – 143
2018
Q4 		$3.44M Sell
32,219
-15,741
-33% -$1.79M 1.07% 44
2018
Q3 		$5.7M Sell
47,960
-7,398
-13% -$981K 1.01% 46
2018
Q2 		$8.1M Sell
55,358
-12,487
-18% -$1.9M 1.51% 40
2018
Q1 		$10.4M Sell
67,845
-4,404
-6% -$736K 1.57% 43
2017
Q4 		$12.2M Sell
72,249
-2,202
-3% -$373K 1.68% 35
2017
Q3 		$13.7M Buy
74,451
+1,756
+2% +$314K 1.95% 21
2017
Q2 		$13.9M Sell
72,695
-12,847
-15% -$2.35M 1.96% 23
2017
Q1 		$14.7M Buy
85,542
+3,337
+4% +$593K 1.95% 25
2016
Q4 		$14.9M Buy
82,205
+16,575
+25% +$2.74M 2.04% 18
2016
Q3 		$10.6M Sell
65,630
-2,715
-4% -$481K 1.59% 37
2016
Q2 		$11.4M Sell
68,345
-51,517
-43% -$9.09M 1.7% 34
2016
Q1 		$21.6M Sell
119,862
-23,913
-17% -$3.56M 2.14% 6
2015
Q4 		$21.1M Sell
143,775
-117,580
-45% -$18.2M 2.04% 10
2015
Q3 		$38.5M Sell
261,355
-31,195
-11% -$5.28M 2.07% 18
2015
Q2 		$50.6M Buy
292,550
+36,985
+14% +$6.95M 2.13% 9
2015
Q1 		$51.6M Sell
255,565
-80,620
-24% -$16.4M 2.13% 14
2014
Q4 		$65.1M Sell
336,185
-23,233
-6% -$3.99M 2.36% 4
2014
Q3 		$52.3M Sell
359,418
-9,915
-3% -$1.47M 1.92% 20
2014
Q2 		$51.4M Buy
369,333
+313,783
+565% +$46M 1.82% 27
2014
Q1 		$8.3M Sell
55,550
-400
-0.7% -$57.9K 0.31% 65
2013
Q4 		$8.78M Sell
55,950
-2,600
-4% -$381K 0.34% 61
2013
Q3 		$8.57M Sell
58,550
-1,460
-2% -$193K 0.36% 56
2013
Q2 		$6.86M Buy
+60,010
New +$7.28M 0.27% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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

Hudson Edge Investment Partners's WHR Position: Q4 2019 in Review

Hudson Edge Investment Partners sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 3,738 shares — an estimated $592K sold.

Hudson Edge Investment Partners first reported a position in WHR in Q2 2013 and held it in 24 quarters. The position peaked at $65.1M in Q4 2014. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Hudson Edge Investment Partners reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 3,738 Whirlpool shares in Q4 2019, an estimated $592K.
  • Hudson Edge Investment Partners first reported a position in Whirlpool in Q2 2013 and held it in 24 quarters.
  • Hudson Edge Investment Partners's Whirlpool position peaked at $65.1M in Q4 2014.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2019, filed 27 Jan 2020.