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Patten & Patten’s Whirlpool WHR Stock Holding History

Patten & Patten’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
Q1 		– Sell
-5,345
Closed -$571K – 230
2018
Q4 		$571K Sell
5,345
-4,510
-46% -$512K 0.07% 157
2018
Q3 		$1.17M Sell
9,855
-4,285
-30% -$568K 0.12% 126
2018
Q2 		$2.07M Sell
14,140
-1,475
-9% -$224K 0.21% 98
2018
Q1 		$2.39M Sell
15,615
-1,300
-8% -$217K 0.24% 93
2017
Q4 		$2.85M Sell
16,915
-806
-5% -$137K 0.29% 83
2017
Q3 		$3.27M Buy
17,721
+2,141
+14% +$383K 0.34% 72
2017
Q2 		$2.98M Buy
15,580
+1,000
+7% +$183K 0.33% 73
2017
Q1 		$2.5M Buy
+14,580
New +$2.59M 0.29% 85
2015
Q3 		– Sell
-4,285
Closed -$742K – 222
2015
Q2 		$742K Hold
4,285
– – 0.11% 131
2015
Q1 		$866K Buy
4,285
+375
+10% +$76.2K 0.12% 123
2014
Q4 		$758K Sell
3,910
-250
-6% -$42.9K 0.11% 127
2014
Q3 		$606K Buy
4,160
+300
+8% +$44.3K 0.1% 137
2014
Q2 		$537K Buy
3,860
+85
+2% +$12.5K 0.09% 142
2014
Q1 		$564K Buy
3,775
+1,285
+52% +$186K 0.08% 176
2013
Q4 		$391K Sell
2,490
-125
-5% -$18.3K 0.05% 190
2013
Q3 		$383K Buy
2,615
+615
+31% +$81.4K 0.06% 185
2013
Q2 		$229K Buy
+2,000
New +$243K 0.04% 211

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return