KA
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Kaizen Advisory’s Home Depot HD Stock Holding History

Kaizen Advisory’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$529K Buy
3,080
+288
+10% +$51.6K 0.37% 116
2018
Q3 		$578K Sell
2,792
-5,915
-68% -$1.19M 0.3% 117
2018
Q2 		$1.7M Buy
8,707
+7,264
+503% +$1.36M 0.86% 7
2018
Q1 		$258K Sell
1,443
-6,648
-82% -$1.25M 0.25% 79
2017
Q4 		$1.53M Buy
+8,091
New +$1.4M 0.92% 15

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's HD Position: Q4 2018 in Review

Kaizen Advisory increased its Home Depot (HD) stake by 10% in Q4 2018, buying an estimated $51.6K and bringing the position to 3,080 shares worth $529K. The position accounts for 0.37% of the portfolio, ranked #116.

Kaizen Advisory first reported a position in HD in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.7M in Q2 2018. 2,234 funds tracked by Wall St. Rank hold HD as of Q4 2018.

  • Kaizen Advisory held 3,080 shares of Home Depot worth $529K as of Q4 2018.
  • Kaizen Advisory bought 288 Home Depot shares in Q4 2018, an estimated $51.6K.
  • Home Depot made up 0.37% of Kaizen Advisory's portfolio in Q4 2018, its #116 holding.
  • Kaizen Advisory first reported a position in Home Depot in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Home Depot position peaked at $1.7M in Q2 2018.
  • 2,234 funds tracked by Wall St. Rank held Home Depot as of Q4 2018.

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