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Peoples Financial Services Corp’s Whirlpool WHR Stock Holding History

Peoples Financial Services 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
Q2 		– Sell
-160
Closed -$14K – 328
2020
Q1 		$14K Hold
160
– – 0.01% 203
2019
Q4 		$24K Hold
160
– – 0.01% 183
2019
Q3 		$25K Hold
160
– – 0.01% 183
2019
Q2 		$23K Hold
160
– – 0.01% 187
2019
Q1 		$21K Buy
+160
New +$21.1K 0.01% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Peoples Financial Services Corp's WHR Position: Q2 2020 in Review

Peoples Financial Services Corp sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 160 shares — an estimated $14K sold.

Peoples Financial Services Corp first reported a position in WHR in Q1 2019 and held it in 5 quarters. The position peaked at $25K in Q3 2019. 515 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Peoples Financial Services Corp reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Peoples Financial Services Corp sold 160 Whirlpool shares in Q2 2020, an estimated $14K.
  • Peoples Financial Services Corp first reported a position in Whirlpool in Q1 2019 and held it in 5 quarters.
  • Peoples Financial Services Corp's Whirlpool position peaked at $25K in Q3 2019.
  • 515 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Peoples Financial Services Corp's 13F filing for Q2 2020, filed 10 Jul 2020.