SFM
WHR icon

Systematic Financial Management’s Whirlpool WHR Stock Holding History

Systematic Financial Management’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
2016
Q4 		– Sell
-121,023
Closed -$19.6M – 676
2016
Q3 		$19.6M Buy
121,023
+87,914
+266% +$15.6M 0.28% 111
2016
Q2 		$5.52M Buy
+33,109
New +$5.84M 0.08% 236
2015
Q2 		– Sell
-42,605
Closed -$8.61M – 736
2015
Q1 		$8.61M Buy
+42,605
New +$8.65M 0.07% 279
2014
Q1 		– Sell
-578,569
Closed -$90.8M – 737
2013
Q4 		$90.8M Sell
578,569
-435,959
-43% -$63.9M 0.67% 50
2013
Q3 		$149M Buy
1,014,528
+101,296
+11% +$13.4M 1.18% 5
2013
Q2 		$104M Buy
+913,232
New +$111M 0.9% 27

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Systematic Financial Management's WHR Position: Q4 2016 in Review

Systematic Financial Management sold out of Whirlpool (WHR) in Q4 2016, closing a stake of 121,023 shares — an estimated $19.6M sold.

Systematic Financial Management first reported a position in WHR in Q2 2013 and held it in 6 quarters. The position peaked at $149M in Q3 2013. 604 funds tracked by Wall St. Rank hold WHR as of Q4 2016.

  • Systematic Financial Management reported no remaining Whirlpool position as of Q4 2016 after selling out during the quarter.
  • Systematic Financial Management sold 121,023 Whirlpool shares in Q4 2016, an estimated $19.6M.
  • Systematic Financial Management first reported a position in Whirlpool in Q2 2013 and held it in 6 quarters.
  • Systematic Financial Management's Whirlpool position peaked at $149M in Q3 2013.
  • 604 funds tracked by Wall St. Rank held Whirlpool as of Q4 2016.

Based on Systematic Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.