Sageworth Trust’s Whirlpool WHR Stock Holding History

Sageworth Trust’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	-2	Closed	–	–	350
2020 Q2	$0	Buy	+2	New	+$229	﹤0.01%	350
2018 Q1	–	Sell	-2	Closed	–	–	195
2017 Q4	$0	Buy	+2	New	+$339	﹤0.01%	149

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sageworth Trust's WHR Position: Q3 2020 in Review

Sageworth Trust sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 2 shares.

Sageworth Trust first reported a position in WHR in Q4 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 553 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

Sageworth Trust reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
Sageworth Trust sold 2 Whirlpool shares in Q3 2020.
Sageworth Trust first reported a position in Whirlpool in Q4 2017 and held it in 2 quarters.
Sageworth Trust's Whirlpool position peaked at $0 in Q2 2020.
553 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.