Kaizen Advisory’s Applied Materials AMAT Stock Holding History

Kaizen Advisory’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$87K	Buy	2,651 +90	+4%	+$3.08K	0.06%	243
2018 Q3	$99K	Hold	2,561	–	–	0.05%	232
2018 Q2	$118K	Buy	2,561 +1,526	+147%	+$78.7K	0.06%	206
2018 Q1	$58K	Hold	1,035	–	–	0.06%	183
2017 Q4	$53K	Buy	+1,035	New	+$56.1K	0.03%	185

Other funds holding AMAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's AMAT Position: Q4 2018 in Review

Kaizen Advisory increased its Applied Materials (AMAT) stake by 3.5% in Q4 2018, buying an estimated $3.08K and bringing the position to 2,651 shares worth $87K. The position accounts for 0.06% of the portfolio, ranked #243.

Kaizen Advisory first reported a position in AMAT in Q4 2017 and has held it in 5 quarters since. The position peaked at $118K in Q2 2018. 967 funds tracked by Wall St. Rank hold AMAT as of Q4 2018.

Kaizen Advisory held 2,651 shares of Applied Materials worth $87K as of Q4 2018.
Kaizen Advisory bought 90 Applied Materials shares in Q4 2018, an estimated $3.08K.
Applied Materials made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #243 holding.
Kaizen Advisory first reported a position in Applied Materials in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Applied Materials position peaked at $118K in Q2 2018.
967 funds tracked by Wall St. Rank held Applied Materials as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.