Sanders Morris Harris’s Whirlpool WHR Stock Holding History

Sanders Morris Harris’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 Q2	–	Sell	-2,000	Closed	-$297K	–	224
2020 Q1	$297K	Hold	2,000	–	–	0.29%	82
2019 Q4	$297K	Hold	2,000	–	–	0.07%	224
2019 Q3	$305K	Hold	2,000	–	–	0.07%	203
2019 Q2	$289K	Buy	+2,000	New	+$268K	0.08%	219

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sanders Morris Harris's WHR Position: Q2 2020 in Review

Sanders Morris Harris sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 2,000 shares — an estimated $297K sold.

Sanders Morris Harris first reported a position in WHR in Q2 2019 and held it in 4 quarters. The position peaked at $305K in Q3 2019. 513 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

Sanders Morris Harris reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
Sanders Morris Harris sold 2,000 Whirlpool shares in Q2 2020, an estimated $297K.
Sanders Morris Harris first reported a position in Whirlpool in Q2 2019 and held it in 4 quarters.
Sanders Morris Harris's Whirlpool position peaked at $305K in Q3 2019.
513 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.