ZIM
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Zacks Investment Management’s Whirlpool WHR Stock Holding History

Zacks Investment 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
2021
Q1 		– Sell
-13,040
Closed -$2.35M – 585
2020
Q4 		$2.35M Buy
13,040
+355
+3% +$68K 0.04% 231
2020
Q3 		$2.33M Buy
+12,685
New +$2.11M 0.05% 205
2016
Q4 		– Sell
-66,503
Closed -$10.8M – 744
2016
Q3 		$10.8M Buy
+66,503
New +$11.8M 0.31% 88
2015
Q2 		– Sell
-3,609
Closed -$729K – 739
2015
Q1 		$729K Buy
3,609
+2,000
+124% +$406K 0.02% 358
2014
Q4 		$312K Sell
1,609
-289
-15% -$49.6K 0.01% 504
2014
Q3 		$276K Sell
1,898
-13,432
-88% -$1.99M 0.01% 546
2014
Q2 		$2.13M Sell
15,330
-106
-0.7% -$15.6K 0.08% 170
2014
Q1 		$2.31M Buy
15,436
+11,438
+286% +$1.66M 0.09% 168
2013
Q4 		$627K Sell
3,998
-643
-14% -$94.3K 0.02% 324
2013
Q3 		$680K Sell
4,641
-2,098
-31% -$278K 0.03% 276
2013
Q2 		$771K Buy
+6,739
New +$817K 0.04% 249

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Zacks Investment Management's WHR Position: Q1 2021 in Review

Zacks Investment Management sold out of Whirlpool (WHR) in Q1 2021, closing a stake of 13,040 shares — an estimated $2.35M sold.

Zacks Investment Management first reported a position in WHR in Q2 2013 and held it in 11 quarters. The position peaked at $10.8M in Q3 2016. 644 funds tracked by Wall St. Rank hold WHR as of Q1 2021.

  • Zacks Investment Management reported no remaining Whirlpool position as of Q1 2021 after selling out during the quarter.
  • Zacks Investment Management sold 13,040 Whirlpool shares in Q1 2021, an estimated $2.35M.
  • Zacks Investment Management first reported a position in Whirlpool in Q2 2013 and held it in 11 quarters.
  • Zacks Investment Management's Whirlpool position peaked at $10.8M in Q3 2016.
  • 644 funds tracked by Wall St. Rank held Whirlpool as of Q1 2021.

Based on Zacks Investment Management's 13F filing for Q1 2021, filed 17 May 2021.