Neuburgh Advisers’s Whirlpool WHR Stock Holding History

Neuburgh Advisers’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	$835K	Sell	5,270 -1,292	-20%	-$185K	0.03%	356
2019 Q2	$934K	Buy	6,562 +986	+18%	+$132K	0.03%	326
2019 Q1	$741K	Sell	5,576 -476	-8%	-$62.9K	0.03%	363
2018 Q4	$647K	Sell	6,052 -8,194	-58%	-$930K	0.03%	351
2018 Q3	$1.69M	Sell	14,246 -22,916	-62%	-$3.04M	0.05%	223
2018 Q2	$5.43M	Buy	37,162 +646	+2%	+$98.2K	0.18%	112
2018 Q1	$5.59M	Buy	36,516 +27,506	+305%	+$4.59M	0.2%	103
2017 Q4	$1.52M	Buy	9,010 +4,726	+110%	+$801K	0.05%	226
2017 Q3	$790K	Buy	4,284 +68	+2%	+$12.2K	0.03%	312
2017 Q2	$808K	Sell	4,216 -34	-0.8%	-$6.22K	0.03%	308
2017 Q1	$728K	Buy	4,250 +340	+9%	+$60.4K	0.03%	314
2016 Q4	$711K	Buy	+3,910	New	+$647K	0.03%	287

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Neuburgh Advisers's WHR Position: Q3 2019 in Review

Neuburgh Advisers reduced its Whirlpool (WHR) stake by 20% in Q3 2019, selling an estimated $185K and leaving 5,270 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #356.

Neuburgh Advisers first reported a position in WHR in Q4 2016 and has held it in 12 quarters since. The position peaked at $5.59M in Q1 2018. 535 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

Neuburgh Advisers held 5,270 shares of Whirlpool worth $835K as of Q3 2019.
Neuburgh Advisers sold 1,292 Whirlpool shares in Q3 2019, an estimated $185K.
Whirlpool made up 0.03% of Neuburgh Advisers's portfolio in Q3 2019, its #356 holding.
Neuburgh Advisers first reported a position in Whirlpool in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Whirlpool position peaked at $5.59M in Q1 2018.
535 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.