RA
WHR icon

Rational Advisors’s Whirlpool WHR Stock Holding History

Rational Advisors’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
-529
Closed -$97K – 604
2020
Q3 		$97K Buy
529
+496
+1,503% +$82.4K 0.04% 159
2020
Q2 		$4K Buy
+33
New +$3.78K ﹤0.01% 448
2020
Q1 		– Sell
-647
Closed -$95K – 523
2019
Q4 		$95K Buy
647
+639
+7,988% +$96.5K 0.04% 294
2019
Q3 		$1K Sell
8
-11
-58% -$1.58K ﹤0.01% 558
2019
Q2 		$3K Sell
19
-63
-77% -$8.45K ﹤0.01% 537
2019
Q1 		$11K Buy
82
+57
+228% +$7.53K ﹤0.01% 419
2018
Q4 		$3K Sell
25
-167
-87% -$18.9K ﹤0.01% 467
2018
Q3 		$23K Buy
+192
New +$25.5K 0.01% 351
2018
Q2 		– Sell
-2,013
Closed -$308K – 570
2018
Q1 		$308K Sell
2,013
-1,787
-47% -$298K 0.15% 179
2017
Q4 		$641K Sell
3,800
-600
-14% -$102K 0.33% 121
2017
Q3 		$812K Hold
4,400
– – 0.43% 74
2017
Q2 		$843K Buy
+4,400
New +$805K 0.53% 63
2015
Q3 		$5K Hold
36
– – ﹤0.01% 416
2015
Q2 		$6K Hold
36
– – ﹤0.01% 418
2015
Q1 		$7K Sell
36
-24
-40% -$4.87K ﹤0.01% 393
2014
Q4 		$12K Buy
+60
New +$10.3K ﹤0.01% 410
2013
Q4 		$14K Sell
90
-6
-6% -$880 ﹤0.01% 778
2013
Q3 		$14K Hold
96
– – ﹤0.01% 793
2013
Q2 		$11K Buy
+96
New +$11.6K ﹤0.01% 823

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 $5.7T 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