Kaizen Advisory’s DuPont de Nemours DD Stock Holding History

Kaizen Advisory’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$328K	Buy	2,419 +194	+9%	+$27.9K	0.23%	136
2018 Q3	$362K	Hold	2,225	–	–	0.19%	132
2018 Q2	$371K	Buy	2,225 +1,337	+151%	+$224K	0.19%	129
2018 Q1	$143K	Hold	888	–	–	0.14%	112
2017 Q4	$160K	Buy	+888	New	+$160K	0.1%	123

Other funds holding DD

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's DD Position: Q4 2018 in Review

Kaizen Advisory increased its DuPont de Nemours (DD) stake by 8.7% in Q4 2018, buying an estimated $27.9K and bringing the position to 2,419 shares worth $328K. The position accounts for 0.23% of the portfolio, ranked #136.

Kaizen Advisory first reported a position in DD in Q4 2017 and has held it in 5 quarters since. The position peaked at $371K in Q2 2018. 1,861 funds tracked by Wall St. Rank hold DD as of Q4 2018.

Kaizen Advisory held 2,419 shares of DuPont de Nemours worth $328K as of Q4 2018.
Kaizen Advisory bought 194 DuPont de Nemours shares in Q4 2018, an estimated $27.9K.
DuPont de Nemours made up 0.23% of Kaizen Advisory's portfolio in Q4 2018, its #136 holding.
Kaizen Advisory first reported a position in DuPont de Nemours in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's DuPont de Nemours position peaked at $371K in Q2 2018.
1,861 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

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