SQA
WHR icon

Simon Quick Advisors’s Whirlpool WHR Stock Holding History

Simon Quick Advisors’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
Q3 		– Sell
-300
Closed -$39K – 512
2020
Q2 		$39K Hold
300
– – 0.01% 218
2020
Q1 		$26K Hold
300
– – 0.01% 257
2019
Q4 		$44K Hold
300
– – 0.02% 244
2019
Q3 		$48K Buy
+300
New +$43.1K 0.02% 179
2019
Q2 		– Sell
-300
Closed -$40K – 592
2019
Q1 		$40K Hold
300
– – 0.02% 229
2018
Q4 		$32K Buy
+300
New +$34K 0.01% 222
2018
Q2 		– Sell
-52
Closed -$8K – 378
2018
Q1 		$8K Sell
52
-161
-76% -$26.9K ﹤0.01% 246
2017
Q4 		$39K Buy
+213
New +$36.1K 0.02% 251

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 $5.7T 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return