SI
WHR icon

Shaker Investments’s Whirlpool WHR Stock Holding History

Shaker Investments’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
2014
Q3 		– Sell
-15,905
Closed -$2.21M – 66
2014
Q2 		$2.21M Sell
15,905
-5,225
-25% -$767K 1.44% 24
2014
Q1 		$3.16M Buy
21,130
+2,105
+11% +$305K 1.95% 18
2013
Q4 		$2.98M Buy
+19,025
New +$2.79M 1.93% 18

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shaker Investments's WHR Position: Q3 2014 in Review

Shaker Investments sold out of Whirlpool (WHR) in Q3 2014, closing a stake of 15,905 shares — an estimated $2.21M sold.

Shaker Investments first reported a position in WHR in Q4 2013 and held it in 3 quarters. The position peaked at $3.16M in Q1 2014. 512 funds tracked by Wall St. Rank hold WHR as of Q3 2014.

  • Shaker Investments reported no remaining Whirlpool position as of Q3 2014 after selling out during the quarter.
  • Shaker Investments sold 15,905 Whirlpool shares in Q3 2014, an estimated $2.21M.
  • Shaker Investments first reported a position in Whirlpool in Q4 2013 and held it in 3 quarters.
  • Shaker Investments's Whirlpool position peaked at $3.16M in Q1 2014.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q3 2014.

Based on Shaker Investments's 13F filing for Q3 2014, filed 29 Oct 2014.