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Lau Associates’s Whirlpool WHR Stock Holding History

Lau Associates’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
Q1 		– Sell
-7,180
Closed -$767K – 103
2018
Q4 		$767K Buy
7,180
+730
+11% +$82.8K 0.43% 57
2018
Q3 		$766K Buy
6,450
+200
+3% +$26.5K 0.43% 52
2018
Q2 		$914K Hold
6,250
– – 0.63% 44
2018
Q1 		$957K Buy
6,250
+300
+5% +$50.1K 0.74% 44
2017
Q4 		$1M Hold
5,950
– – 0.78% 44
2017
Q3 		$1.1M Hold
5,950
– – 0.85% 45
2017
Q2 		$1.14M Buy
5,950
+700
+13% +$128K 0.91% 43
2017
Q1 		$899K Buy
+5,250
New +$932K 0.8% 48

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lau Associates's WHR Position: Q1 2019 in Review

Lau Associates sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 7,180 shares — an estimated $767K sold.

Lau Associates first reported a position in WHR in Q1 2017 and held it in 8 quarters. The position peaked at $1.14M in Q2 2017. 554 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

  • Lau Associates reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
  • Lau Associates sold 7,180 Whirlpool shares in Q1 2019, an estimated $767K.
  • Lau Associates first reported a position in Whirlpool in Q1 2017 and held it in 8 quarters.
  • Lau Associates's Whirlpool position peaked at $1.14M in Q2 2017.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on Lau Associates's 13F filing for Q1 2019, filed 6 May 2019.