WIA
WHR icon

Westbourne Investment Advisors’s Whirlpool WHR Stock Holding History

Westbourne Investment Advisors’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
Q3 		– Sell
-3,255
Closed -$422K – 52
2020
Q2 		$422K Sell
3,255
-7,185
-69% -$822K 0.52% 33
2020
Q1 		$896K Sell
10,440
-2,698
-21% -$354K 0.83% 34
2019
Q4 		$1.94M Sell
13,138
-1,094
-8% -$165K 1.32% 23
2019
Q3 		$2.25M Buy
14,232
+20
+0.1% +$2.87K 1.68% 16
2019
Q2 		$2.02M Sell
14,212
-1,087
-7% -$146K 1.64% 17
2019
Q1 		$2.03M Buy
15,299
+940
+7% +$124K 1.56% 19
2018
Q4 		$1.53M Sell
14,359
-792
-5% -$89.8K 1.32% 24
2018
Q3 		$1.8M Buy
15,151
+2,611
+21% +$346K 1.31% 20
2018
Q2 		$1.83M Buy
12,540
+525
+4% +$79.8K 1.58% 19
2018
Q1 		$1.84M Buy
12,015
+390
+3% +$65.1K 1.47% 19
2017
Q4 		$1.96M Buy
11,625
+476
+4% +$80.6K 1.49% 18
2017
Q3 		$2.06M Buy
11,149
+2,836
+34% +$507K 1.6% 16
2017
Q2 		$1.59M Buy
8,313
+1,216
+17% +$222K 1.3% 24
2017
Q1 		$1.22M Buy
7,097
+2,833
+66% +$503K 1% 34
2016
Q4 		$775K Buy
4,264
+735
+21% +$122K 0.68% 50
2016
Q3 		$572K Sell
3,529
-65
-2% -$11.5K 0.51% 61
2016
Q2 		$599K Buy
3,594
+340
+10% +$60K 0.54% 54
2016
Q1 		$587K Sell
3,254
-645
-17% -$96.1K 0.56% 55
2015
Q4 		$573K Buy
+3,899
New +$605K 0.55% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Westbourne Investment Advisors's WHR Position: Q3 2020 in Review

Westbourne Investment Advisors sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 3,255 shares — an estimated $422K sold.

Westbourne Investment Advisors first reported a position in WHR in Q4 2015 and held it in 19 quarters. The position peaked at $2.25M in Q3 2019. 554 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Westbourne Investment Advisors reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,255 Whirlpool shares in Q3 2020, an estimated $422K.
  • Westbourne Investment Advisors first reported a position in Whirlpool in Q4 2015 and held it in 19 quarters.
  • Westbourne Investment Advisors's Whirlpool position peaked at $2.25M in Q3 2019.
  • 554 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Westbourne Investment Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.