KA
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Kaizen Advisory’s Fox Factory Holding Corp FOXF Stock Holding History

Kaizen Advisory’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-27,712
Closed -$1.08M – 595
2017
Q4 		$1.08M Buy
+27,712
New +$1.12M 0.64% 76

Other funds holding FOXF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kaizen Advisory's FOXF Position: Q1 2018 in Review

Kaizen Advisory sold out of Fox Factory Holding Corp (FOXF) in Q1 2018, closing a stake of 27,712 shares — an estimated $1.08M sold.

Kaizen Advisory first reported a position in FOXF in Q4 2017 and held it in 1 quarter. The position peaked at $1.08M in Q4 2017. 172 funds tracked by Wall St. Rank hold FOXF as of Q1 2018.

  • Kaizen Advisory reported no remaining Fox Factory Holding Corp position as of Q1 2018 after selling out during the quarter.
  • Kaizen Advisory sold 27,712 Fox Factory Holding Corp shares in Q1 2018, an estimated $1.08M.
  • Kaizen Advisory first reported a position in Fox Factory Holding Corp in Q4 2017 and held it in 1 quarter.
  • Kaizen Advisory's Fox Factory Holding Corp position peaked at $1.08M in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.