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Mid Atlantic Financial Management’s Whirlpool WHR Stock Holding History

Mid Atlantic Financial 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 		– Sell
-2,963
Closed -$254K – 781
2020
Q1 		$254K Buy
2,963
+984
+50% +$129K 0.03% 495
2019
Q4 		$292K Sell
1,979
-38
-2% -$5.74K 0.03% 535
2019
Q3 		$319K Sell
2,017
-431
-18% -$61.9K 0.03% 489
2019
Q2 		$348K Buy
2,448
+641
+35% +$86K 0.04% 474
2019
Q1 		$240K Buy
+1,807
New +$239K 0.03% 575

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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mid Atlantic Financial Management's WHR Position: Q2 2020 in Review

Mid Atlantic Financial Management sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 2,963 shares — an estimated $254K sold.

Mid Atlantic Financial Management first reported a position in WHR in Q1 2019 and held it in 5 quarters. The position peaked at $348K in Q2 2019. 514 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Mid Atlantic Financial Management reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,963 Whirlpool shares in Q2 2020, an estimated $254K.
  • Mid Atlantic Financial Management first reported a position in Whirlpool in Q1 2019 and held it in 5 quarters.
  • Mid Atlantic Financial Management's Whirlpool position peaked at $348K in Q2 2019.
  • 514 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2020, filed 6 Aug 2020.