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Sky Investment Group’s Whirlpool WHR Stock Holding History

Sky Investment 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
Q1 		– Sell
-2,489
Closed -$266K – 101
2018
Q4 		$266K Sell
2,489
-4,832
-66% -$548K 0.11% 88
2018
Q3 		$869K Sell
7,321
-1,680
-19% -$223K 0.33% 65
2018
Q2 		$1.32M Hold
9,001
– – 0.53% 52
2018
Q1 		$1.38M Buy
9,001
+17
+0.2% +$2.84K 0.56% 52
2017
Q4 		$1.51M Buy
8,984
+794
+10% +$135K 0.59% 51
2017
Q3 		$1.51M Buy
8,190
+573
+8% +$102K 0.62% 51
2017
Q2 		$1.46M Buy
7,617
+599
+9% +$110K 0.62% 52
2017
Q1 		$1.2M Buy
+7,018
New +$1.25M 0.53% 53

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Sky Investment Group's WHR Position: Q1 2019 in Review

Sky Investment Group sold out of Whirlpool (WHR) in Q1 2019, closing a stake of 2,489 shares — an estimated $266K sold.

Sky Investment Group first reported a position in WHR in Q1 2017 and held it in 8 quarters. The position peaked at $1.51M in Q4 2017. 554 funds tracked by Wall St. Rank hold WHR as of Q1 2019.

  • Sky Investment Group reported no remaining Whirlpool position as of Q1 2019 after selling out during the quarter.
  • Sky Investment Group sold 2,489 Whirlpool shares in Q1 2019, an estimated $266K.
  • Sky Investment Group first reported a position in Whirlpool in Q1 2017 and held it in 8 quarters.
  • Sky Investment Group's Whirlpool position peaked at $1.51M in Q4 2017.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q1 2019.

Based on Sky Investment Group's 13F filing for Q1 2019, filed 18 Apr 2019.