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Searcy Financial Services’s Whirlpool WHR Stock Holding History

Searcy Financial Services’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
Q1 		– Sell
-37,895
Closed -$5.59M – 16
2019
Q4 		$5.59M Buy
37,895
+286
+0.8% +$43.2K 4.01% 12
2019
Q3 		$5.96M Sell
37,609
-648
-2% -$93K 4.41% 11
2019
Q2 		$5.45M Buy
38,257
+391
+1% +$52.4K 4.28% 11
2019
Q1 		$5.03M Buy
+37,866
New +$5M 4.12% 11

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 $5.72T 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 $8.66B AUM 17.37% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Searcy Financial Services's WHR Position: Q1 2020 in Review

Searcy Financial Services sold out of Whirlpool (WHR) in Q1 2020, closing a stake of 37,895 shares — an estimated $5.59M sold.

Searcy Financial Services first reported a position in WHR in Q1 2019 and held it in 4 quarters. The position peaked at $5.96M in Q3 2019. 502 funds tracked by Wall St. Rank hold WHR as of Q1 2020.

  • Searcy Financial Services reported no remaining Whirlpool position as of Q1 2020 after selling out during the quarter.
  • Searcy Financial Services sold 37,895 Whirlpool shares in Q1 2020, an estimated $5.59M.
  • Searcy Financial Services first reported a position in Whirlpool in Q1 2019 and held it in 4 quarters.
  • Searcy Financial Services's Whirlpool position peaked at $5.96M in Q3 2019.
  • 502 funds tracked by Wall St. Rank held Whirlpool as of Q1 2020.

Based on Searcy Financial Services's 13F filing for Q1 2020, filed 15 Apr 2020.