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Navellier & Associates’s Whirlpool WHR Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-15,762
Closed -$2.31M – 342
2018
Q2 		$2.31M Sell
15,762
-3
-0% -$456 0.32% 94
2018
Q1 		$2.41M Buy
15,765
+1,428
+10% +$239K 0.37% 82
2017
Q4 		$2.42M Buy
+14,337
New +$2.43M 0.45% 72

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Navellier & Associates's WHR Position: Q3 2018 in Review

Navellier & Associates sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 15,762 shares — an estimated $2.31M sold.

Navellier & Associates first reported a position in WHR in Q4 2017 and held it in 3 quarters. The position peaked at $2.42M in Q4 2017. 560 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Navellier & Associates reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Navellier & Associates sold 15,762 Whirlpool shares in Q3 2018, an estimated $2.31M.
  • Navellier & Associates first reported a position in Whirlpool in Q4 2017 and held it in 3 quarters.
  • Navellier & Associates's Whirlpool position peaked at $2.42M in Q4 2017.
  • 560 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Navellier & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.