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James Investment Research’s Whirlpool WHR Stock Holding History

James Investment Research’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
-1,550
Closed -$245K – 565
2019
Q3 		$245K Hold
1,550
– – 0.02% 292
2019
Q2 		$221K Sell
1,550
-3,265
-68% -$438K 0.02% 344
2019
Q1 		$640K Sell
4,815
-4,485
-48% -$592K 0.04% 413
2018
Q4 		$994K Buy
+9,300
New +$1.05M 0.06% 379

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 $3.37T AUM 44.26% 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

James Investment Research's WHR Position: Q4 2019 in Review

James Investment Research sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 1,550 shares — an estimated $245K sold.

James Investment Research first reported a position in WHR in Q4 2018 and held it in 4 quarters. The position peaked at $994K in Q4 2018. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • James Investment Research reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 1,550 Whirlpool shares in Q4 2019, an estimated $245K.
  • James Investment Research first reported a position in Whirlpool in Q4 2018 and held it in 4 quarters.
  • James Investment Research's Whirlpool position peaked at $994K in Q4 2018.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.