YorkBridge Wealth Partners’s Whirlpool WHR Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-52	Closed	-$7K	–	650
2019 Q2	$7K	Hold	52	–	–	﹤0.01%	631
2019 Q1	$7K	Hold	52	–	–	﹤0.01%	633
2018 Q4	$6K	Hold	52	–	–	﹤0.01%	623
2018 Q3	$6K	Sell	52 -29	-36%	-$3.84K	﹤0.01%	645
2018 Q2	$12K	Hold	81	–	–	0.01%	603
2018 Q1	$12K	Sell	81 -30	-27%	-$5.01K	0.01%	601
2017 Q4	$19K	Hold	111	–	–	0.01%	536
2017 Q3	$20K	Hold	111	–	–	0.01%	524
2017 Q2	$21K	Hold	111	–	–	0.01%	503
2017 Q1	$21K	Hold	111	–	–	0.01%	502
2016 Q4	$18K	Buy	+111	New	+$18.4K	0.01%	487

Other funds holding WHR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return