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Lenox Wealth Management’s Whirlpool WHR Stock Holding History

Lenox Wealth 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
2020
Q2 		$13K Sell
103
-47
-31% -$5.38K ﹤0.01% 404
2020
Q1 		$12K Buy
+150
New +$19.7K ﹤0.01% 371

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 $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lenox Wealth Management's WHR Position: Q2 2020 in Review

Lenox Wealth Management reduced its Whirlpool (WHR) stake by 31% in Q2 2020, selling an estimated $5.38K and leaving 103 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Lenox Wealth Management first reported a position in WHR in Q1 2020 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Lenox Wealth Management held 103 shares of Whirlpool worth $13K as of Q2 2020.
  • Lenox Wealth Management sold 47 Whirlpool shares in Q2 2020, an estimated $5.38K.
  • Whirlpool made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #404 holding.
  • Lenox Wealth Management first reported a position in Whirlpool in Q1 2020 and has held it in 2 quarters since.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.