Mawer Investment Management
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Mawer Investment Management’s Whirlpool WHR Stock Holding History

Mawer Investment 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
2018
Q4 		– Sell
-37,137
Closed -$4.41M – 114
2018
Q3 		$4.41M Hold
37,137
– – 0.03% 98
2018
Q2 		$5.43M Sell
37,137
-110
-0.3% -$16.7K 0.04% 98
2018
Q1 		$5.7M Sell
37,247
-125
-0.3% -$20.9K 0.05% 97
2017
Q4 		$6.3M Sell
37,372
-20
-0.1% -$3.39K 0.05% 101
2017
Q3 		$6.9M Buy
37,392
+880
+2% +$157K 0.06% 98
2017
Q2 		$7M Sell
36,512
-16,030
-31% -$2.93M 0.06% 98
2017
Q1 		$9M Sell
52,542
-35,460
-40% -$6.3M 0.09% 96
2016
Q4 		$16M Sell
88,002
-12,730
-13% -$2.11M 0.16% 81
2016
Q3 		$16.3M Sell
100,732
-30,400
-23% -$5.39M 0.17% 77
2016
Q2 		$21.9M Sell
131,132
-139,151
-51% -$24.6M 0.31% 55
2016
Q1 		$48.7M Sell
270,283
-35,858
-12% -$5.35M 0.57% 58
2015
Q4 		$45M Buy
306,141
+2
+0% +$310 0.58% 57
2015
Q3 		$45.1M Sell
306,139
-513
-0.2% -$86.8K 0.62% 53
2015
Q2 		$53.1M Sell
306,652
-78,408
-20% -$14.7M 0.68% 57
2015
Q1 		$81.5M Sell
385,060
-2,115
-0.5% -$430K 1.04% 38
2014
Q4 		$78.8M Buy
387,175
+27,909
+8% +$4.79M 1.02% 43
2014
Q3 		$52.3M Buy
+359,266
New +$53.1M 0.7% 54

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Mawer Investment Management's WHR Position: Q4 2018 in Review

Mawer Investment Management sold out of Whirlpool (WHR) in Q4 2018, closing a stake of 37,137 shares — an estimated $4.41M sold.

Mawer Investment Management first reported a position in WHR in Q3 2014 and held it in 17 quarters. The position peaked at $81.5M in Q1 2015. 527 funds tracked by Wall St. Rank hold WHR as of Q4 2018.

  • Mawer Investment Management reported no remaining Whirlpool position as of Q4 2018 after selling out during the quarter.
  • Mawer Investment Management sold 37,137 Whirlpool shares in Q4 2018, an estimated $4.41M.
  • Mawer Investment Management first reported a position in Whirlpool in Q3 2014 and held it in 17 quarters.
  • Mawer Investment Management's Whirlpool position peaked at $81.5M in Q1 2015.
  • 527 funds tracked by Wall St. Rank held Whirlpool as of Q4 2018.

Based on Mawer Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.