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Overbrook Management Corp’s Whirlpool WHR Stock Holding History

Overbrook Management Corp’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
2020
Q4 		– Sell
-10,800
Closed -$1.99M – 119
2020
Q3 		$1.99M Buy
10,800
+2,300
+27% +$382K 0.46% 42
2020
Q2 		$1.1M Buy
+8,500
New +$973K 0.29% 57

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Overbrook Management Corp's WHR Position: Q4 2020 in Review

Overbrook Management Corp sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 10,800 shares — an estimated $1.99M sold.

Overbrook Management Corp first reported a position in WHR in Q2 2020 and held it in 2 quarters. The position peaked at $1.99M in Q3 2020. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Overbrook Management Corp reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
  • Overbrook Management Corp sold 10,800 Whirlpool shares in Q4 2020, an estimated $1.99M.
  • Overbrook Management Corp first reported a position in Whirlpool in Q2 2020 and held it in 2 quarters.
  • Overbrook Management Corp's Whirlpool position peaked at $1.99M in Q3 2020.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Overbrook Management Corp's 13F filing for Q4 2020, filed 16 Feb 2021.