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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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simon Quick Advisors's WHR Position: Q3 2020 in Review

Simon Quick Advisors sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 300 shares — an estimated $39K sold.

Simon Quick Advisors first reported a position in WHR in Q4 2017 and held it in 8 quarters. The position peaked at $48K in Q3 2019. 554 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Simon Quick Advisors reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 300 Whirlpool shares in Q3 2020, an estimated $39K.
  • Simon Quick Advisors first reported a position in Whirlpool in Q4 2017 and held it in 8 quarters.
  • Simon Quick Advisors's Whirlpool position peaked at $48K in Q3 2019.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.