SevenBridge Financial Group’s Whirlpool WHR Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-188	Closed	-$27K	–	573
2019 Q2	$27K	Buy	188 +134	+248%	+$18K	0.01%	353
2019 Q1	$7K	Sell	54 -29	-35%	-$3.83K	﹤0.01%	450
2018 Q4	$9K	Sell	83 -110	-57%	-$12.5K	0.01%	387
2018 Q3	$23K	Sell	193 -98	-34%	-$13K	0.01%	329
2018 Q2	$43K	Hold	291	–	–	0.02%	257
2018 Q1	$45K	Sell	291 -256	-47%	-$42.8K	0.03%	254
2017 Q4	$92K	Sell	547 -29	-5%	-$4.91K	0.05%	194
2017 Q3	$106K	Hold	576	–	–	0.06%	180
2017 Q2	$110K	Hold	576	–	–	0.07%	181
2017 Q1	$96K	Sell	576 -2,417	-81%	-$429K	0.06%	180
2016 Q4	$481K	Hold	2,993	–	–	0.35%	73
2016 Q3	$481K	Buy	2,993 +2,085	+230%	+$369K	0.35%	73
2016 Q2	$151K	Buy	+908	New	+$160K	0.11%	161

Other funds holding WHR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

SevenBridge Financial Group's WHR Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Whirlpool (WHR) in Q3 2019, closing a stake of 188 shares — an estimated $27K sold.

SevenBridge Financial Group first reported a position in WHR in Q2 2016 and held it in 13 quarters. The position peaked at $481K in Q4 2016. 536 funds tracked by Wall St. Rank hold WHR as of Q3 2019.

SevenBridge Financial Group reported no remaining Whirlpool position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 188 Whirlpool shares in Q3 2019, an estimated $27K.
SevenBridge Financial Group first reported a position in Whirlpool in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Whirlpool position peaked at $481K in Q4 2016.
536 funds tracked by Wall St. Rank held Whirlpool as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.