SRB Corp’s Whirlpool WHR Stock Holding History

SRB Corp’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
2018 Q1	–	Sell	-1,155	Closed	-$195K	–	196
2017 Q4	$195K	Buy	1,155 +98	+9%	+$16.6K	0.03%	138
2017 Q3	$195K	Buy	1,057 +51	+5%	+$9.12K	0.03%	42
2017 Q2	$193K	Hold	1,006	–	–	0.03%	56
2017 Q1	$172K	Sell	1,006 -50	-5%	-$8.88K	0.02%	134
2016 Q4	$192K	Buy	1,056 +214	+25%	+$35.4K	0.03%	16
2016 Q3	$137K	Hold	842	–	–	0.02%	165
2016 Q2	$140K	Sell	842 -100	-11%	-$17.6K	0.02%	108
2016 Q1	$170K	Buy	942 +67	+8%	+$9.99K	0.03%	15
2015 Q4	$129K	Hold	875	–	–	0.02%	139
2015 Q3	$129K	Buy	875 +119	+16%	+$20.1K	0.02%	159
2015 Q2	$131K	Buy	+756	New	+$142K	0.02%	176
2015 Q1	–	Sell	-808	Closed	-$157K	–	193
2014 Q4	$157K	Sell	808 -115	-12%	-$19.7K	0.02%	32
2014 Q3	$134K	Buy	+923	New	+$136K	0.02%	138

Other funds holding WHR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return