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Lloyds Banking Group’s Whirlpool WHR Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-1,272
Closed -$185K – 406
2014
Q3 		$185K Sell
1,272
-1,713
-57% -$253K 0.05% 278
2014
Q2 		$415K Sell
2,985
-31,247
-91% -$4.59M 0.1% 203
2014
Q1 		$5.12M Buy
34,232
+2,083
+6% +$302K 0.05% 306
2013
Q4 		$5.04M Buy
32,149
+5,971
+23% +$876K 0.05% 300
2013
Q3 		$3.83M Sell
26,178
-829
-3% -$110K 0.04% 319
2013
Q2 		$3.09M Buy
+27,007
New +$3.28M 0.03% 338

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Lloyds Banking Group's WHR Position: Q4 2014 in Review

Lloyds Banking Group sold out of Whirlpool (WHR) in Q4 2014, closing a stake of 1,272 shares — an estimated $185K sold.

Lloyds Banking Group first reported a position in WHR in Q2 2013 and held it in 6 quarters. The position peaked at $5.12M in Q1 2014. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • Lloyds Banking Group reported no remaining Whirlpool position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 1,272 Whirlpool shares in Q4 2014, an estimated $185K.
  • Lloyds Banking Group first reported a position in Whirlpool in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Whirlpool position peaked at $5.12M in Q1 2014.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.