QI
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QS Investors’s Whirlpool WHR Stock Holding History

QS Investors’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
Q3 		– Sell
-718
Closed -$94K – 1559
2020
Q2 		$94K Sell
718
-172
-19% -$19.7K ﹤0.01% 1342
2020
Q1 		$77K Hold
890
– – ﹤0.01% 1329
2019
Q4 		$133K Buy
890
+111
+14% +$16.8K ﹤0.01% 1300
2019
Q3 		$124K Hold
779
– – ﹤0.01% 1329
2019
Q2 		$111K Hold
779
– – ﹤0.01% 1366
2019
Q1 		$104K Sell
779
-15
-2% -$1.98K ﹤0.01% 1392
2018
Q4 		$85K Hold
794
– – ﹤0.01% 1363
2018
Q3 		$94K Hold
794
– – ﹤0.01% 1407
2018
Q2 		$116K Sell
794
-10
-1% -$1.52K ﹤0.01% 1374
2018
Q1 		$123K Sell
804
-1,041
-56% -$174K ﹤0.01% 1329
2017
Q4 		$311K Sell
1,845
-293
-14% -$49.6K ﹤0.01% 1056
2017
Q3 		$394K Sell
2,138
-217
-9% -$38.8K ﹤0.01% 1021
2017
Q2 		$451K Buy
2,355
+10
+0.4% +$1.83K ﹤0.01% 961
2017
Q1 		$402K Hold
2,345
– – ﹤0.01% 1032
2016
Q4 		$426K Hold
2,345
– – ﹤0.01% 926
2016
Q3 		$380K Buy
2,345
+262
+13% +$46.4K ﹤0.01% 952
2016
Q2 		$347K Sell
2,083
-109
-5% -$19.2K ﹤0.01% 987
2016
Q1 		$395K Buy
2,192
+377
+21% +$56.2K ﹤0.01% 942
2015
Q4 		$267K Buy
1,815
+25
+1% +$3.88K ﹤0.01% 1035
2015
Q3 		$264K Hold
1,790
– – ﹤0.01% 1014
2015
Q2 		$310K Hold
1,790
– – ﹤0.01% 983
2015
Q1 		$362K Buy
1,790
+697
+64% +$142K ﹤0.01% 944
2014
Q4 		$212K Hold
1,093
– – ﹤0.01% 1000
2014
Q3 		$159K Hold
1,093
– – ﹤0.01% 598
2014
Q2 		$152K Buy
+1,093
New +$160K ﹤0.01% 627
2014
Q1 		– Sell
-54,500
Closed -$8.55M – 648
2013
Q4 		$8.55M Sell
54,500
-41,700
-43% -$6.11M 0.33% 89
2013
Q3 		$14.1M Sell
96,200
-68,000
-41% -$9M 0.61% 43
2013
Q2 		$18.8M Buy
+164,200
New +$19.9M 0.66% 33

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QS Investors's WHR Position: Q3 2020 in Review

QS Investors sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 718 shares — an estimated $94K sold.

QS Investors first reported a position in WHR in Q2 2013 and held it in 28 quarters. The position peaked at $18.8M in Q2 2013. 555 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • QS Investors reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 718 Whirlpool shares in Q3 2020, an estimated $94K.
  • QS Investors first reported a position in Whirlpool in Q2 2013 and held it in 28 quarters.
  • QS Investors's Whirlpool position peaked at $18.8M in Q2 2013.
  • 555 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.