Next Capital Management’s Whirlpool WHR Stock Holding History

Next 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 Q3	–	Sell	-20	Closed	-$3K	–	807
2019 Q2	$3K	Buy	+20	New	+$2.68K	﹤0.01%	747

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

Next Capital Management's WHR Position: Q3 2019 in Review

Next Capital Management sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 20 shares — an estimated $3K sold.

Next Capital Management first reported a position in WHR in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 535 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

Next Capital Management reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 20 Whirlpool shares in Q3 2019, an estimated $3K.
Next Capital Management first reported a position in Whirlpool in Q2 2019 and held it in 1 quarter.
Next Capital Management's Whirlpool position peaked at $3K in Q2 2019.
535 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.