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Osborn Williams & Donohoe’s Whirlpool WHR Stock Holding History

Osborn Williams & Donohoe’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
-950
Closed -$133K – 670
2019
Q1 		$133K Buy
+950
New +$125K 0.01% 379

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

Osborn Williams & Donohoe's WHR Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 950 shares — an estimated $133K sold.

Osborn Williams & Donohoe first reported a position in WHR in Q1 2019 and held it in 1 quarter. The position peaked at $133K in Q1 2019. 522 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 950 Whirlpool shares in Q2 2019, an estimated $133K.
  • Osborn Williams & Donohoe first reported a position in Whirlpool in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Whirlpool position peaked at $133K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.