KA
BMCH

Kaizen Advisory’s BMC Stock Holdings, Inc BMCH Stock Holding History

Kaizen Advisory’s Portfolio BMCH Stock Details BMCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$589K Sell
38,063
-7,509
-16% -$125K 0.41% 98
2018
Q3 		$850K Buy
+45,572
New +$988K 0.44% 108

Other funds holding BMCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Kaizen Advisory's BMCH Position: Q4 2018 in Review

Kaizen Advisory reduced its BMC Stock Holdings, Inc (BMCH) stake by 16% in Q4 2018, selling an estimated $125K and leaving 38,063 shares worth $589K. The position accounts for 0.41% of the portfolio, ranked #98.

Kaizen Advisory first reported a position in BMCH in Q3 2018 and has held it in 2 quarters since. The position peaked at $850K in Q3 2018. 166 funds tracked by Wall St. Rank hold BMCH as of Q4 2018.

  • Kaizen Advisory held 38,063 shares of BMC Stock Holdings, Inc worth $589K as of Q4 2018.
  • Kaizen Advisory sold 7,509 BMC Stock Holdings, Inc shares in Q4 2018, an estimated $125K.
  • BMC Stock Holdings, Inc made up 0.41% of Kaizen Advisory's portfolio in Q4 2018, its #98 holding.
  • Kaizen Advisory first reported a position in BMC Stock Holdings, Inc in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's BMC Stock Holdings, Inc position peaked at $850K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held BMC Stock Holdings, Inc as of Q4 2018.

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