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Winton Capital Management’s Whirlpool WHR Stock Holding History

Winton Capital 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
2014
Q1 		$22.1M Buy
147,846
+53,106
+56% +$7.69M 0.15% 248
2013
Q4 		$14.9M Buy
94,740
+31,908
+51% +$4.68M 0.13% 265
2013
Q3 		$9.2M Sell
62,832
-6,544
-9% -$866K 0.11% 280
2013
Q2 		$7.93M Buy
+69,376
New +$8.41M 0.1% 295

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winton Capital Management's WHR Position: Q1 2014 in Review

Winton Capital Management increased its Whirlpool (WHR) stake by 56% in Q1 2014, buying an estimated $7.69M and bringing the position to 147,846 shares worth $22.1M. The position accounts for 0.15% of the portfolio, ranked #248.

Winton Capital Management first reported a position in WHR in Q2 2013 and has held it in 4 quarters since. 513 funds tracked by Wall St. Rank hold WHR as of Q1 2014.

  • Winton Capital Management held 147,846 shares of Whirlpool worth $22.1M as of Q1 2014.
  • Winton Capital Management bought 53,106 Whirlpool shares in Q1 2014, an estimated $7.69M.
  • Whirlpool made up 0.15% of Winton Capital Management's portfolio in Q1 2014, its #248 holding.
  • Winton Capital Management first reported a position in Whirlpool in Q2 2013 and has held it in 4 quarters since.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.