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Van Hulzen Asset Management’s Whirlpool WHR Stock Holding History

Van Hulzen Asset 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
2019
Q2 		– Sell
-1,573
Closed -$209K – 271
2019
Q1 		$209K Buy
+1,573
New +$208K 0.06% 218
2018
Q3 		– Sell
-1,573
Closed -$230K – 242
2018
Q2 		$230K Sell
1,573
-2,680
-63% -$407K 0.07% 172
2018
Q1 		$651K Buy
4,253
+2,828
+198% +$472K 0.2% 96
2017
Q4 		$240K Sell
1,425
-100
-7% -$16.9K 0.07% 180
2017
Q3 		$281K Buy
+1,525
New +$273K 0.09% 136

Other funds holding WHR

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Van Hulzen Asset Management's WHR Position: Q2 2019 in Review

Van Hulzen Asset Management sold out of Whirlpool (WHR) in Q2 2019, closing a stake of 1,573 shares — an estimated $209K sold.

Van Hulzen Asset Management first reported a position in WHR in Q3 2017 and held it in 5 quarters. The position peaked at $651K in Q1 2018. 522 funds tracked by Wall St. Rank hold WHR as of Q2 2019.

  • Van Hulzen Asset Management reported no remaining Whirlpool position as of Q2 2019 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,573 Whirlpool shares in Q2 2019, an estimated $209K.
  • Van Hulzen Asset Management first reported a position in Whirlpool in Q3 2017 and held it in 5 quarters.
  • Van Hulzen Asset Management's Whirlpool position peaked at $651K in Q1 2018.
  • 522 funds tracked by Wall St. Rank held Whirlpool as of Q2 2019.

Based on Van Hulzen Asset Management's 13F filing for Q2 2019, filed 8 Aug 2019.