Kaizen Advisory’s FMC FMC Stock Holding History

Kaizen Advisory’s Portfolio FMC Stock Details FMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$784K	Sell	12,238 -2,169	-15%	-$152K	0.54%	38
2018 Q3	$1.09M	Buy	14,407 +14,047	+3,902%	+$1.06M	0.57%	34
2018 Q2	$28K	Buy	360 +219	+155%	+$16.3K	0.01%	466
2018 Q1	$9K	Hold	141	–	–	0.01%	505
2017 Q4	$12K	Buy	+141	New	+$11.3K	0.01%	441

Other funds holding FMC

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Kaizen Advisory's FMC Position: Q4 2018 in Review

Kaizen Advisory reduced its FMC (FMC) stake by 15% in Q4 2018, selling an estimated $152K and leaving 12,238 shares worth $784K. The position accounts for 0.54% of the portfolio, ranked #38.

Kaizen Advisory first reported a position in FMC in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2018. 522 funds tracked by Wall St. Rank hold FMC as of Q4 2018.

Kaizen Advisory held 12,238 shares of FMC worth $784K as of Q4 2018.
Kaizen Advisory sold 2,169 FMC shares in Q4 2018, an estimated $152K.
FMC made up 0.54% of Kaizen Advisory's portfolio in Q4 2018, its #38 holding.
Kaizen Advisory first reported a position in FMC in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's FMC position peaked at $1.09M in Q3 2018.
522 funds tracked by Wall St. Rank held FMC as of Q4 2018.

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