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Segall Bryant & Hamill’s Whirlpool WHR Stock Holding History

Segall Bryant & Hamill’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
2018
Q3 		– Sell
-6,360
Closed -$930K – 880
2018
Q2 		$930K Sell
6,360
-6,735
-51% -$1.02M 0.01% 552
2018
Q1 		$2M Sell
13,095
-5,005
-28% -$836K 0.05% 298
2017
Q4 		$3.05M Sell
18,100
-2,430
-12% -$412K 0.07% 264
2017
Q3 		$3.79M Sell
20,530
-150
-0.7% -$26.8K 0.09% 235
2017
Q2 		$3.96M Sell
20,680
-97
-0.5% -$17.7K 0.09% 228
2017
Q1 		$3.56M Buy
20,777
+5,132
+33% +$911K 0.09% 235
2016
Q4 		$2.84M Buy
15,645
+504
+3% +$83.4K 0.07% 255
2016
Q3 		$2.46M Buy
15,141
+1,507
+11% +$267K 0.06% 263
2016
Q2 		$2.27M Buy
+13,634
New +$2.41M 0.06% 274

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Segall Bryant & Hamill's WHR Position: Q3 2018 in Review

Segall Bryant & Hamill sold out of Whirlpool (WHR) in Q3 2018, closing a stake of 6,360 shares — an estimated $930K sold.

Segall Bryant & Hamill first reported a position in WHR in Q2 2016 and held it in 9 quarters. The position peaked at $3.96M in Q2 2017. 561 funds tracked by Wall St. Rank hold WHR as of Q3 2018.

  • Segall Bryant & Hamill reported no remaining Whirlpool position as of Q3 2018 after selling out during the quarter.
  • Segall Bryant & Hamill sold 6,360 Whirlpool shares in Q3 2018, an estimated $930K.
  • Segall Bryant & Hamill first reported a position in Whirlpool in Q2 2016 and held it in 9 quarters.
  • Segall Bryant & Hamill's Whirlpool position peaked at $3.96M in Q2 2017.
  • 561 funds tracked by Wall St. Rank held Whirlpool as of Q3 2018.

Based on Segall Bryant & Hamill's 13F filing for Q3 2018, filed 14 Nov 2018.