Lionsbridge Wealth Management’s Whirlpool WHR Stock Holding History

Lionsbridge 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 Q1	–	Sell	-6	Closed	–	–	320
2019 Q4	$0	Buy	+6	New	+$906	﹤0.01%	342

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lionsbridge Wealth Management's WHR Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 6 shares.

Lionsbridge Wealth Management first reported a position in WHR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 501 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

Lionsbridge Wealth Management reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 6 Whirlpool shares in Q1 2020.
Lionsbridge Wealth Management first reported a position in Whirlpool in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's Whirlpool position peaked at $0 in Q4 2019.
501 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.