Nelson Capital Management’s Whirlpool WHR Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-47	Closed	-$7K	–	288
2019 Q3	$7K	Buy	+47	New	+$6.75K	﹤0.01%	266

Other funds holding WHR

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Nelson Capital Management's WHR Position: Q4 2019 in Review

Nelson Capital Management sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 47 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in WHR in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 556 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

Nelson Capital Management reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 47 Whirlpool shares in Q4 2019, an estimated $7K.
Nelson Capital Management first reported a position in Whirlpool in Q3 2019 and held it in 1 quarter.
Nelson Capital Management's Whirlpool position peaked at $7K in Q3 2019.
556 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.