NEI
WHR icon

Northwest & Ethical Investments’s Whirlpool WHR Stock Holding History

Northwest & Ethical Investments’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
2018
Q2 		– Sell
-6,000
Closed -$919K – 381
2018
Q1 		$919K Hold
6,000
– – 0.06% 281
2017
Q4 		$1.01M Hold
6,000
– – 0.07% 282
2017
Q3 		$1.11M Buy
6,000
+200
+3% +$35.8K 0.07% 279
2017
Q2 		$1.11M Buy
+5,800
New +$1.06M 0.08% 270
2015
Q2 		– Sell
-35,900
Closed -$7.25M – 235
2015
Q1 		$7.25M Buy
+35,900
New +$7.29M 0.51% 51

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwest & Ethical Investments's WHR Position: Q2 2018 in Review

Northwest & Ethical Investments sold out of Whirlpool (WHR) in Q2 2018, closing a stake of 6,000 shares — an estimated $919K sold.

Northwest & Ethical Investments first reported a position in WHR in Q1 2015 and held it in 5 quarters. The position peaked at $7.25M in Q1 2015. 591 funds tracked by Wall St. Rank hold WHR as of Q2 2018.

  • Northwest & Ethical Investments reported no remaining Whirlpool position as of Q2 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 6,000 Whirlpool shares in Q2 2018, an estimated $919K.
  • Northwest & Ethical Investments first reported a position in Whirlpool in Q1 2015 and held it in 5 quarters.
  • Northwest & Ethical Investments's Whirlpool position peaked at $7.25M in Q1 2015.
  • 591 funds tracked by Wall St. Rank held Whirlpool as of Q2 2018.

Based on Northwest & Ethical Investments's 13F filing for Q2 2018, filed 8 Jul 2025.