Kaizen Advisory’s Whirlpool WHR Stock Holding History

Kaizen Advisory’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
2018 Q4	$16K	Sell	151 -2	-1%	-$227	0.01%	539
2018 Q3	$18K	Hold	153	–	–	0.01%	536
2018 Q2	$22K	Buy	153 +79	+107%	+$12K	0.01%	528
2018 Q1	$11K	Hold	74	–	–	0.01%	472
2017 Q4	$12K	Buy	+74	New	+$12.5K	0.01%	451

Other funds holding WHR

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

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

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

AIG

American International Group New York $609M AUM 23.67% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Kaizen Advisory's WHR Position: Q4 2018 in Review

Kaizen Advisory reduced its Whirlpool (WHR) stake by 1.3% in Q4 2018, selling an estimated $227 and leaving 151 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #539.

Kaizen Advisory first reported a position in WHR in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q2 2018. 526 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

Kaizen Advisory held 151 shares of Whirlpool worth $16K as of Q4 2018.
Kaizen Advisory sold 2 Whirlpool shares in Q4 2018, an estimated $227.
Whirlpool made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #539 holding.
Kaizen Advisory first reported a position in Whirlpool in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Whirlpool position peaked at $22K in Q2 2018.
526 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.