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Swaine & Leidel Wealth Services’s Whirlpool WHR Stock Holding History

Swaine & Leidel Wealth Services’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
Q4 		– Sell
-13,199
Closed -$2.17M – 78
2019
Q3 		$2.17M Buy
13,199
+1,811
+16% +$260K 1.96% 30
2019
Q2 		$1.97M Buy
11,388
+3,039
+36% +$408K 2.11% 27
2019
Q1 		$1.74M Buy
+8,349
New +$1.1M 2.2% 26

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Swaine & Leidel Wealth Services's WHR Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Whirlpool (WHR) in Q4 2019, closing a stake of 13,199 shares — an estimated $2.17M sold.

Swaine & Leidel Wealth Services first reported a position in WHR in Q1 2019 and held it in 3 quarters. The position peaked at $2.17M in Q3 2019. 558 funds tracked by Wall St. Rank hold WHR as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Whirlpool position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 13,199 Whirlpool shares in Q4 2019, an estimated $2.17M.
  • Swaine & Leidel Wealth Services first reported a position in Whirlpool in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Whirlpool position peaked at $2.17M in Q3 2019.
  • 558 funds tracked by Wall St. Rank held Whirlpool as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.