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Pinnacle Associates’s Whirlpool WHR Stock Holding History

Pinnacle Associates’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
Q1 		– Sell
-1,810
Closed -$267K – 734
2019
Q4 		$267K Hold
1,810
– – 0.01% 627
2019
Q3 		$287K Buy
1,810
+10
+0.6% +$1.44K 0.01% 612
2019
Q2 		$256K Hold
1,800
– – 0.01% 621
2019
Q1 		$239K Sell
1,800
-100
-5% -$13.2K 0.01% 637
2018
Q4 		$203K Buy
1,900
+100
+6% +$11.3K 0.01% 650
2018
Q3 		$214K Sell
1,800
-750
-29% -$99.4K ﹤0.01% 667
2018
Q2 		$373K Buy
+2,550
New +$387K 0.01% 554
2015
Q1 		– Sell
-1,255
Closed -$243K – 655
2014
Q4 		$243K Buy
+1,255
New +$216K ﹤0.01% 569
2014
Q1 		– Sell
-1,330
Closed -$209K – 620
2013
Q4 		$209K Sell
1,330
-525
-28% -$77K ﹤0.01% 560
2013
Q3 		$272K Hold
1,855
– – 0.01% 520
2013
Q2 		$212K Buy
+1,855
New +$225K ﹤0.01% 518

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 $5.7T 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return