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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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Associates's WHR Position: Q1 2020 in Review

Pinnacle Associates sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 1,810 shares — an estimated $267K sold.

Pinnacle Associates first reported a position in WHR in Q2 2013 and held it in 11 quarters. The position peaked at $373K in Q2 2018. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Pinnacle Associates reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Pinnacle Associates sold 1,810 Whirlpool shares in Q1 2020, an estimated $267K.
  • Pinnacle Associates first reported a position in Whirlpool in Q2 2013 and held it in 11 quarters.
  • Pinnacle Associates's Whirlpool position peaked at $373K in Q2 2018.
  • 502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Pinnacle Associates's 13F filing for Q1 2020, filed 13 May 2020.