Madison Investment Holdings’s Whirlpool WHR Stock Holding History

Madison Investment Holdings’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 Q3	$2.11M	Hold	13,300	–	–	0.03%	230
2019 Q2	$1.89M	Hold	13,300	–	–	0.03%	175
2019 Q1	$1.77M	Hold	13,300	–	–	0.03%	178
2018 Q4	$1.42M	Hold	13,300	–	–	0.03%	185
2018 Q3	$1.58M	Sell	13,300 -26,200	-66%	-$3.47M	0.03%	193
2018 Q2	$5.78M	Hold	39,500	–	–	0.1%	167
2018 Q1	$6.05M	Hold	39,500	–	–	0.11%	163
2017 Q4	$6.66M	Sell	39,500 -24,522	-38%	-$4.15M	0.11%	159
2017 Q3	$11.8M	Sell	64,022 -57,143	-47%	-$10.2M	0.21%	136
2017 Q2	$23.2M	Buy	+121,165	New	+$22.2M	0.43%	82

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Madison Investment Holdings's WHR Position: Q3 2019 in Review

Madison Investment Holdings held its Whirlpool (WHR) position steady in Q3 2019 at 13,300 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #230.

Madison Investment Holdings first reported a position in WHR in Q2 2017 and has held it in 10 quarters since. The position peaked at $23.2M in Q2 2017. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

Madison Investment Holdings held 13,300 shares of Whirlpool worth $2.11M as of Q3 2019.
Madison Investment Holdings left its Whirlpool share count unchanged in Q3 2019.
Whirlpool made up 0.03% of Madison Investment Holdings's portfolio in Q3 2019, its #230 holding.
Madison Investment Holdings first reported a position in Whirlpool in Q2 2017 and has held it in 10 quarters since.
Madison Investment Holdings's Whirlpool position peaked at $23.2M in Q2 2017.
536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.