Steph & Co’s Whirlpool WHR Stock Holding History

Steph & Co’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 Q4	–	Sell	-697	Closed	-$128K	–	239
2020 Q3	$128K	Sell	697 -168	-19%	-$27.9K	0.12%	109
2020 Q2	$112K	Buy	+865	New	+$99K	0.11%	111

Other funds holding WHR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Steph & Co's WHR Position: Q4 2020 in Review

Steph & Co sold out of Whirlpool (WHR) in Q4 2020, closing a stake of 697 shares — an estimated $128K sold.

Steph & Co first reported a position in WHR in Q2 2020 and held it in 2 quarters. The position peaked at $128K in Q3 2020. 616 funds tracked by Wall St. Rank hold WHR as of Q4 2020.

Steph & Co reported no remaining Whirlpool position as of Q4 2020 after selling out during the quarter.
Steph & Co sold 697 Whirlpool shares in Q4 2020, an estimated $128K.
Steph & Co first reported a position in Whirlpool in Q2 2020 and held it in 2 quarters.
Steph & Co's Whirlpool position peaked at $128K in Q3 2020.
616 funds tracked by Wall St. Rank held Whirlpool as of Q4 2020.

Based on Steph & Co's 13F filing for Q4 2020, filed 29 Jan 2021.