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Perennial Investment Partners’s Whirlpool WHR Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-17,000
Closed -$2.48M – 60
2014
Q3 		$2.48M Hold
17,000
– – 1.39% 26
2014
Q2 		$2.37M Hold
17,000
– – 1.08% 44
2014
Q1 		$2.54M Hold
17,000
– – 0.73% 45
2013
Q4 		$2.67M Buy
17,000
+5,000
+42% +$733K 0.77% 42
2013
Q3 		$1.76M Buy
+12,000
New +$1.59M 0.45% 62

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Perennial Investment Partners's WHR Position: Q4 2014 in Review

Perennial Investment Partners sold out of Whirlpool (WHR) in Q4 2014, closing a stake of 17,000 shares — an estimated $2.48M sold.

Perennial Investment Partners first reported a position in WHR in Q3 2013 and held it in 5 quarters. The position peaked at $2.67M in Q4 2013. 557 funds tracked by Wall St. Rank hold WHR as of Q4 2014.

  • Perennial Investment Partners reported no remaining Whirlpool position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 17,000 Whirlpool shares in Q4 2014, an estimated $2.48M.
  • Perennial Investment Partners first reported a position in Whirlpool in Q3 2013 and held it in 5 quarters.
  • Perennial Investment Partners's Whirlpool position peaked at $2.67M in Q4 2013.
  • 557 funds tracked by Wall St. Rank held Whirlpool as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.