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Winslow Evans & Crocker’s Whirlpool WHR Stock Holding History

Winslow Evans & Crocker’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
-18
Closed -$2K – 1169
2020
Q2 		$2K Sell
18
-260
-94% -$29.8K ﹤0.01% 1060
2020
Q1 		$26K Sell
278
-170
-38% -$22.3K 0.01% 539
2019
Q4 		$68K Sell
448
-56
-11% -$8.46K 0.02% 455
2019
Q3 		$82K Hold
504
– – 0.02% 431
2019
Q2 		$74K Sell
504
-14
-3% -$1.88K 0.02% 451
2019
Q1 		$72K Sell
518
-24
-4% -$3.17K 0.02% 432
2018
Q4 		$58K Hold
542
– – 0.02% 441
2018
Q3 		$68K Hold
542
– – 0.02% 437
2018
Q2 		$82K Buy
542
+170
+46% +$25.8K 0.03% 409
2018
Q1 		$56.8K Hold
372
– – 0.02% 459
2017
Q4 		$62.6K Sell
372
-36
-9% -$6.1K 0.02% 452
2017
Q3 		$75.3K Sell
408
-315
-44% -$56.3K 0.02% 404
2017
Q2 		$139K Sell
723
-1
-0.1% -$183 0.04% 373
2017
Q1 		$124K Hold
724
– – 0.04% 380
2016
Q4 		$131K Buy
724
+20
+3% +$3.31K 0.04% 355
2016
Q3 		$114K Hold
704
– – 0.03% 383
2016
Q2 		$117K Buy
704
+76
+12% +$13.4K 0.04% 353
2016
Q1 		$113K Hold
628
– – 0.03% 344
2015
Q4 		$92.2K Buy
628
+50
+9% +$7.76K 0.03% 413
2015
Q3 		$85.1K Hold
578
– – 0.03% 409
2015
Q2 		$100K Buy
578
+354
+158% +$66.5K 0.03% 423
2015
Q1 		$45.1K Hold
224
– – 0.01% 565
2014
Q4 		$43.2K Sell
224
-200
-47% -$34.3K 0.01% 570
2014
Q3 		$61.6K Buy
424
+111
+35% +$16.4K 0.02% 515
2014
Q2 		$43.6K Buy
313
+95
+44% +$13.9K 0.01% 518
2014
Q1 		$32.6K Hold
218
– – 0.01% 571
2013
Q4 		$34K Buy
+218
New +$32K 0.01% 581

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 $3.38T 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
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

Winslow Evans & Crocker's WHR Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Whirlpool (WHR) in Q3 2020, closing a stake of 18 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in WHR in Q4 2013 and held it in 27 quarters. The position peaked at $139K in Q2 2017. 555 funds tracked by Wall St. Rank hold WHR as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Whirlpool position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 18 Whirlpool shares in Q3 2020, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Whirlpool in Q4 2013 and held it in 27 quarters.
  • Winslow Evans & Crocker's Whirlpool position peaked at $139K in Q2 2017.
  • 555 funds tracked by Wall St. Rank held Whirlpool as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.