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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 – 522
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 $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Rational Advisors's WHR Position: Q4 2020 in Review

Rational Advisors sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 529 shares — an estimated $97K sold.

Rational Advisors first reported a position in WHR in Q2 2013 and held it in 19 quarters. The position peaked at $843K in Q2 2017. 617 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

  • Rational Advisors reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 529 Whirlpool shares in Q4 2020, an estimated $97K.
  • Rational Advisors first reported a position in Whirlpool in Q2 2013 and held it in 19 quarters.
  • Rational Advisors's Whirlpool position peaked at $843K in Q2 2017.
  • 617 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.