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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 – – 224
2019
Q1 		$0 Sell
1
-1
-50% -$132 ﹤0.01% 232
2018
Q4 		$0 Sell
2
-1
-33% -$113 ﹤0.01% 214
2018
Q3 		$0 Hold
3
– – ﹤0.01% 230
2018
Q2 		$0 Sell
3
-1
-25% -$152 ﹤0.01% 225
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Newfound Research's WHR Position: Q2 2019 in Review

Newfound Research sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 1 share.

Newfound Research first reported a position in WHR in Q2 2016 and held it in 12 quarters. The position peaked at $2K in Q2 2016. 521 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Newfound Research reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Newfound Research sold 1 Whirlpool share in Q2 2019.
  • Newfound Research first reported a position in Whirlpool in Q2 2016 and held it in 12 quarters.
  • Newfound Research's Whirlpool position peaked at $2K in Q2 2016.
  • 521 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Newfound Research's 13F filing for Q2 2019, filed 13 Aug 2019.