LTFS
WHR icon

Ladenburg Thalmann Financial Services’s Whirlpool WHR Stock Holding History

Ladenburg Thalmann Financial Services’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 		$2.34M Buy
15,807
+145
+0.9% +$21.9K 0.01% 788
2019
Q3 		$2.48M Buy
15,662
+2
+0% +$287 0.02% 727
2019
Q2 		$2.23M Buy
15,660
+1,297
+9% +$174K 0.02% 752
2019
Q1 		$1.91M Buy
14,363
+811
+6% +$107K 0.01% 797
2018
Q4 		$1.45M Buy
13,552
+3,735
+38% +$424K 0.01% 832
2018
Q3 		$1.17M Buy
9,817
+2,037
+26% +$270K 0.01% 1032
2018
Q2 		$1.19M Hold
7,780
– – 0.01% 961
2018
Q1 		$1.19M Buy
7,780
+1,527
+24% +$255K 0.01% 961
2017
Q4 		$1.05M Buy
6,253
+945
+18% +$160K 0.01% 1037
2017
Q3 		$979K Buy
5,308
+123
+2% +$22K 0.01% 1008
2017
Q2 		$994K Buy
5,185
+1,442
+39% +$264K 0.01% 944
2017
Q1 		$641K Buy
3,743
+238
+7% +$42.3K 0.01% 1156
2016
Q4 		$632K Buy
3,505
+284
+9% +$47K 0.01% 1125
2016
Q3 		$523K Buy
3,221
+712
+28% +$126K 0.01% 1171
2016
Q2 		$419K Sell
2,509
-354
-12% -$62.5K 0.01% 1233
2016
Q1 		$517K Buy
2,863
+203
+8% +$30.3K 0.01% 1036
2015
Q4 		$390K Buy
2,660
+259
+11% +$40.2K 0.01% 1156
2015
Q3 		$355K Sell
2,401
-111
-4% -$18.8K 0.01% 1149
2015
Q2 		$434K Sell
2,512
-321
-11% -$60.3K 0.01% 1120
2015
Q1 		$572K Sell
2,833
-683
-19% -$139K 0.01% 967
2014
Q4 		$685K Buy
3,516
+884
+34% +$152K 0.02% 773
2014
Q3 		$383K Sell
2,632
-239
-8% -$35.3K 0.01% 911
2014
Q2 		$400K Buy
2,871
+148
+5% +$21.7K 0.01% 863
2014
Q1 		$407K Buy
2,723
+21
+0.8% +$3.04K 0.01% 814
2013
Q4 		$424K Buy
2,702
+1,015
+60% +$149K 0.01% 754
2013
Q3 		$246K Sell
1,687
-17
-1% -$2.25K 0.01% 924
2013
Q2 		$197K Buy
+1,704
New +$207K 0.01% 981

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 $3.38T 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
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

Ladenburg Thalmann Financial Services's WHR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Whirlpool (WHR) stake by 0.93% in Q4 2019, buying an estimated $21.9K and bringing the position to 15,807 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #788.

Ladenburg Thalmann Financial Services first reported a position in WHR in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.48M in Q3 2019. 558 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 15,807 shares of Whirlpool worth $2.34M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 145 Whirlpool shares in Q4 2019, an estimated $21.9K.
  • Whirlpool made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #788 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Whirlpool in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Whirlpool position peaked at $2.48M in Q3 2019.
  • 558 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.