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Kennedy Capital Management’s Whirlpool WHR Stock Holding History

Kennedy Capital 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
2018
Q4 		– Sell
-22,293
Closed -$2.65M – 748
2018
Q3 		$2.65M Sell
22,293
-2,097
-9% -$278K 0.05% 554
2018
Q2 		$3.57M Sell
24,390
-214
-0.9% -$32.5K 0.07% 504
2018
Q1 		$3.77M Buy
24,604
+4,947
+25% +$826K 0.07% 482
2017
Q4 		$3.31M Sell
19,657
-1,928
-9% -$327K 0.06% 537
2017
Q3 		$3.98M Sell
21,585
-869
-4% -$155K 0.07% 490
2017
Q2 		$4.3M Sell
22,454
-648
-3% -$119K 0.08% 449
2017
Q1 		$3.96M Sell
23,102
-726
-3% -$129K 0.07% 478
2016
Q4 		$4.33M Sell
23,828
-4,637
-16% -$768K 0.08% 462
2016
Q3 		$4.62M Sell
28,465
-1,498
-5% -$265K 0.09% 382
2016
Q2 		$4.99M Sell
29,963
-24,391
-45% -$4.3M 0.1% 348
2016
Q1 		$9.8M Buy
54,354
+6,384
+13% +$952K 0.2% 156
2015
Q4 		$7.04M Sell
47,970
-559
-1% -$86.7K 0.14% 259
2015
Q3 		$7.15M Sell
48,529
-3,908
-7% -$661K 0.15% 254
2015
Q2 		$9.07M Sell
52,437
-1,707
-3% -$321K 0.16% 226
2015
Q1 		$10.9M Sell
54,144
-11,472
-17% -$2.33M 0.19% 164
2014
Q4 		$12.7M Buy
65,616
+1,752
+3% +$301K 0.23% 123
2014
Q3 		$9.3M Buy
63,864
+1,137
+2% +$168K 0.18% 195
2014
Q2 		$8.73M Buy
62,727
+2,384
+4% +$350K 0.16% 235
2014
Q1 		$9.02M Buy
60,343
+32,667
+118% +$4.73M 0.17% 223
2013
Q4 		$4.34M Buy
+27,676
New +$4.06M 0.08% 411

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Kennedy Capital Management's WHR Position: Q4 2018 in Review

Kennedy Capital Management sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 22,293 shares — an estimated $2.65M sold.

Kennedy Capital Management first reported a position in WHR in Q4 2013 and held it in 20 quarters. The position peaked at $12.7M in Q4 2014. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Kennedy Capital Management reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 22,293 Whirlpool shares in Q4 2018, an estimated $2.65M.
  • Kennedy Capital Management first reported a position in Whirlpool in Q4 2013 and held it in 20 quarters.
  • Kennedy Capital Management's Whirlpool position peaked at $12.7M in Q4 2014.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Kennedy Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.