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Orrstown Financial Services’s Whirlpool WHR Stock Holding History

Orrstown Financial Services’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
-324
Closed -$43K – 239
2019
Q1 		$43K Sell
324
-2,458
-88% -$325K 0.06% 133
2018
Q4 		$297K Sell
2,782
-1,402
-34% -$159K 0.45% 68
2018
Q3 		$497K Sell
4,184
-1
-0% -$133 0.65% 64
2018
Q2 		$612K Sell
4,185
-159
-4% -$24.2K 0.76% 61
2018
Q1 		$665K Buy
4,344
+53
+1% +$8.85K 0.79% 61
2017
Q4 		$724K Buy
4,291
+69
+2% +$11.7K 0.83% 60
2017
Q3 		$779K Sell
4,222
-358
-8% -$64K 0.87% 57
2017
Q2 		$878K Buy
4,580
+24
+0.5% +$4.39K 0.96% 53
2017
Q1 		$781K Sell
4,556
-52
-1% -$9.23K 0.79% 60
2016
Q4 		$748K Buy
+4,608
New +$763K 0.77% 62

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 $3.37T AUM 44.26% 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

Orrstown Financial Services's WHR Position: Q2 2019 in Review

Orrstown Financial Services sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 324 shares — an estimated $43K sold.

Orrstown Financial Services first reported a position in WHR in Q4 2016 and held it in 10 quarters. The position peaked at $878K in Q2 2017. 521 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Orrstown Financial Services reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 324 Whirlpool shares in Q2 2019, an estimated $43K.
  • Orrstown Financial Services first reported a position in Whirlpool in Q4 2016 and held it in 10 quarters.
  • Orrstown Financial Services's Whirlpool position peaked at $878K in Q2 2017.
  • 521 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Orrstown Financial Services's 13F filing for Q2 2019, filed 11 Jul 2019.