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Kore Private Wealth’s Whirlpool WHR Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-152
Closed -$19K – 1086
2020
Q2 		$19K Buy
152
+149
+4,967% +$17.1K ﹤0.01% 659
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1212
2019
Q4 		$0 Buy
+3
New +$453 ﹤0.01% 1085
2019
Q2 		– Sell
-3
Closed – – 794
2019
Q1 		$0 Sell
3
-321
-99% -$42.4K ﹤0.01% 991
2018
Q4 		$35K Buy
+324
New +$36.8K 0.01% 427

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kore Private Wealth's WHR Position: Q3 2020 in Review

Kore Private Wealth sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 152 shares — an estimated $19K sold.

Kore Private Wealth first reported a position in WHR in Q4 2018 and held it in 5 quarters. The position peaked at $35K in Q4 2018. 554 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Kore Private Wealth reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 152 Whirlpool shares in Q3 2020, an estimated $19K.
  • Kore Private Wealth first reported a position in Whirlpool in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Whirlpool position peaked at $35K in Q4 2018.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.