Jupiter Investment Management’s Whirlpool WHR Stock Holding History

Jupiter 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 Q1	–	Sell	-185,346	Closed	-$27.3M	–	502
2019 Q4	$27.3M	Buy	185,346 +165,178	+819%	+$24.9M	0.38%	81
2019 Q3	$3.19M	Buy	+20,168	New	+$2.9M	0.04%	279
2016 Q3	–	Sell	-13,713	Closed	-$2.29M	–	462
2016 Q2	$2.29M	Buy	+13,713	New	+$2.42M	0.04%	242
2015 Q3	–	Sell	-6,300	Closed	-$1.09M	–	412
2015 Q2	$1.09M	Buy	+6,300	New	+$1.18M	0.03%	178
2014 Q3	–	Sell	-8,000	Closed	-$1.11M	–	408
2014 Q2	$1.11M	Sell	8,000 -41,274	-84%	-$6.06M	0.06%	219
2014 Q1	$7.36M	Sell	49,274 -9,961	-17%	-$1.44M	0.5%	69
2013 Q4	$9.29M	Sell	59,235 -5,641	-9%	-$827K	0.78%	38
2013 Q3	$9.5M	Buy	+64,876	New	+$8.58M	0.9%	26

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Jupiter Investment Management's WHR Position: Q1 2020 in Review

Jupiter Investment Management sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 185,346 shares — an estimated $27.3M sold.

Jupiter Investment Management first reported a position in WHR in Q3 2013 and held it in 8 quarters. The position peaked at $27.3M in Q4 2019. 501 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

Jupiter Investment Management reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 185,346 Whirlpool shares in Q1 2020, an estimated $27.3M.
Jupiter Investment Management first reported a position in Whirlpool in Q3 2013 and held it in 8 quarters.
Jupiter Investment Management's Whirlpool position peaked at $27.3M in Q4 2019.
501 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.