PVWM
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Point View Wealth Management’s Whirlpool WHR Stock Holding History

Point View Wealth Management’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
Q4 		$866K Sell
4,796
-50
-1% -$9.58K 0.35% 95
2020
Q3 		$891K Sell
4,846
-16
-0.3% -$2.66K 0.42% 76
2020
Q2 		$630K Sell
4,862
-17
-0.3% -$1.95K 0.3% 107
2020
Q1 		$419K Sell
4,879
-136
-3% -$17.9K 0.23% 138
2019
Q4 		$740K Sell
5,015
-64
-1% -$9.66K 0.31% 110
2019
Q3 		$804K Sell
5,079
-75
-1% -$10.8K 0.36% 91
2019
Q2 		$734K Sell
5,154
-16
-0.3% -$2.15K 0.31% 109
2019
Q1 		$687K Buy
5,170
+17
+0.3% +$2.25K 0.31% 115
2018
Q4 		$551K Sell
5,153
-93
-2% -$10.6K 0.28% 120
2018
Q3 		$623K Sell
5,246
-220
-4% -$29.2K 0.28% 128
2018
Q2 		$799K Buy
5,466
+1
+0% +$152 0.37% 94
2018
Q1 		$837K Sell
5,465
-31
-0.6% -$5.18K 0.4% 87
2017
Q4 		$927K Sell
5,496
-51
-0.9% -$8.64K 0.44% 80
2017
Q3 		$1.02M Sell
5,547
-407
-7% -$72.8K 0.49% 66
2017
Q2 		$1.14M Hold
5,954
– – 0.56% 59
2017
Q1 		$1.02M Buy
5,954
+213
+4% +$37.8K 0.53% 66
2016
Q4 		$1.04M Sell
5,741
-226
-4% -$37.4K 0.6% 53
2016
Q3 		$968K Sell
5,967
-6
-0.1% -$1.06K 0.57% 54
2016
Q2 		$995K Hold
5,973
– – 0.6% 48
2016
Q1 		$1.08M Hold
5,973
– – 0.69% 40
2015
Q4 		$877K Hold
5,973
– – 0.63% 47
2015
Q3 		$880K Hold
5,973
– – 0.7% 43
2015
Q2 		$1.03M Sell
5,973
-17
-0.3% -$3.19K 0.8% 39
2015
Q1 		$1.21M Sell
5,990
-413
-6% -$83.9K 0.93% 31
2014
Q4 		$1.24M Sell
6,403
-235
-4% -$40.4K 0.92% 31
2014
Q3 		$967K Sell
6,638
-132
-2% -$19.5K 0.82% 36
2014
Q2 		$943K Sell
6,770
-42
-0.6% -$6.16K 0.82% 35
2014
Q1 		$1.02M Sell
6,812
-94
-1% -$13.6K 0.93% 30
2013
Q4 		$1.08M Buy
+6,906
New +$1.01M 1.03% 25

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 $5.72T 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point View Wealth Management's WHR Position: Q4 2020 in Review

Point View Wealth Management reduced its Whirlpool (WHR) stake by 1% in Q4 2020, selling an estimated $9.58K and leaving 4,796 shares worth $866K. The position accounts for 0.35% of the portfolio, ranked #95.

Point View Wealth Management first reported a position in WHR in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.24M in Q4 2014. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Point View Wealth Management held 4,796 shares of Whirlpool worth $866K as of Q4 2020.
  • Point View Wealth Management sold 50 Whirlpool shares in Q4 2020, an estimated $9.58K.
  • Whirlpool made up 0.35% of Point View Wealth Management's portfolio in Q4 2020, its #95 holding.
  • Point View Wealth Management first reported a position in Whirlpool in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Whirlpool position peaked at $1.24M in Q4 2014.
  • 616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.