QIM
WHR icon

Quest Investment Management’s Whirlpool WHR Stock Holding History

Quest Investment 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
2013
Q3 		– Sell
-87,600
Closed -$10M – 233
2013
Q2 		$10M Buy
+87,600
New +$10.6M 0.76% 64

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Quest Investment Management's WHR Position: Q3 2013 in Review

Quest Investment Management sold out of Whirlpool (WHR) in Q3 2013, closing a stake of 87,600 shares — an estimated $10M sold.

Quest Investment Management first reported a position in WHR in Q2 2013 and held it in 1 quarter. The position peaked at $10M in Q2 2013. 482 funds tracked by Wall St. Rank hold WHR as of Q3 2013.

  • Quest Investment Management reported no remaining Whirlpool position as of Q3 2013 after selling out during the quarter.
  • Quest Investment Management sold 87,600 Whirlpool shares in Q3 2013, an estimated $10M.
  • Quest Investment Management first reported a position in Whirlpool in Q2 2013 and held it in 1 quarter.
  • Quest Investment Management's Whirlpool position peaked at $10M in Q2 2013.
  • 482 funds tracked by Wall St. Rank held Whirlpool as of Q3 2013.

Based on Quest Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.