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Sculati Wealth Management’s Whirlpool WHR Stock Holding History

Sculati Wealth 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
Q2 		– Sell
-4,225
Closed -$363K – 108
2020
Q1 		$363K Sell
4,225
-4,076
-49% -$535K 0.4% 59
2019
Q4 		$1.23M Buy
+8,301
New +$1.25M 1.1% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sculati Wealth Management's WHR Position: Q2 2020 in Review

Sculati Wealth Management sold out of Whirlpool (WHR) in Q2 2020, closing a stake of 4,225 shares — an estimated $363K sold.

Sculati Wealth Management first reported a position in WHR in Q4 2019 and held it in 2 quarters. The position peaked at $1.23M in Q4 2019. 513 funds tracked by Wall St. Rank hold WHR as of Q2 2020.

  • Sculati Wealth Management reported no remaining Whirlpool position as of Q2 2020 after selling out during the quarter.
  • Sculati Wealth Management sold 4,225 Whirlpool shares in Q2 2020, an estimated $363K.
  • Sculati Wealth Management first reported a position in Whirlpool in Q4 2019 and held it in 2 quarters.
  • Sculati Wealth Management's Whirlpool position peaked at $1.23M in Q4 2019.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q2 2020.

Based on Sculati Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.