Newfound Research’s Whirlpool WHR Stock Holding History

Newfound Research’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 Q2	–	Sell	-1	Closed	–	–	229
2019 Q1	$0	Sell	1 -1	-50%	-$132	﹤0.01%	237
2018 Q4	$0	Sell	2 -1	-33%	-$113	﹤0.01%	220
2018 Q3	$0	Hold	3	–	–	﹤0.01%	237
2018 Q2	$0	Sell	3 -1	-25%	-$152	﹤0.01%	231
2018 Q1	$1K	Sell	4 -2	-33%	-$334	﹤0.01%	152
2017 Q4	$1K	Sell	6 -1	-14%	-$169	﹤0.01%	169
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	163
2017 Q2	$1K	Sell	7 -1	-13%	-$183	﹤0.01%	161
2017 Q1	$1K	Hold	8	–	–	﹤0.01%	156
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	128
2016 Q3	$1K	Sell	8 -1	-11%	-$177	﹤0.01%	138
2016 Q2	$2K	Buy	+9	New	+$1.59K	﹤0.01%	92

Other funds holding WHR

Primecap Management

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

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

BlackRock New York $5.7T 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

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

LSV Asset Management

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

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

Fidelity Investments

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

Newport Trust Company

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