RIM
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Rampart Investment Management’s Whirlpool WHR Stock Holding History

Rampart 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
2020
Q4 		– Sell
-1,767
Closed -$325K – 365
2020
Q3 		$325K Buy
1,767
+399
+29% +$66.3K 0.21% 115
2020
Q2 		$177K Buy
1,368
+837
+158% +$95.8K 0.03% 396
2020
Q1 		$46K Sell
531
-36,289
-99% -$4.77M 0.02% 453
2019
Q4 		$5.43M Buy
36,820
+35,380
+2,457% +$5.34M 0.66% 32
2019
Q3 		$228K Sell
1,440
-66
-4% -$9.47K 0.03% 421
2019
Q2 		$214K Sell
1,506
-397
-21% -$53.2K 0.03% 444
2019
Q1 		$253K Buy
1,903
+1,272
+202% +$168K 0.03% 417
2018
Q4 		$67K Sell
631
-1,155
-65% -$131K 0.02% 476
2018
Q3 		$85.2K Sell
1,786
-77
-4% -$10.2K 0.04% 420
2018
Q2 		$272K Sell
1,863
-244
-12% -$37.1K 0.03% 419
2018
Q1 		$323K Buy
2,107
+1,117
+113% +$187K 0.03% 392
2017
Q4 		$167K Buy
990
+82
+9% +$13.9K 0.06% 324
2017
Q3 		$167K Sell
908
-49
-5% -$8.76K 0.06% 353
2017
Q2 		$183K Buy
957
+751
+365% +$137K 0.07% 317
2017
Q1 		$35K Buy
+206
New +$36.6K 0.01% 348

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 $8.66B AUM 17.37% 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

Rampart Investment Management's WHR Position: Q4 2020 in Review

Rampart Investment Management sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 1,767 shares — an estimated $325K sold.

Rampart Investment Management first reported a position in WHR in Q1 2017 and held it in 15 quarters. The position peaked at $5.43M in Q4 2019. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Rampart Investment Management reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,767 Whirlpool shares in Q4 2020, an estimated $325K.
  • Rampart Investment Management first reported a position in Whirlpool in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Whirlpool position peaked at $5.43M in Q4 2019.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.