Kaizen Advisory’s Howmet Aerospace HWM Stock Holding History

Kaizen Advisory’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$20K	Buy	1,552 +271	+21%	+$4.24K	0.01%	514
2018 Q3	$22K	Hold	1,281	–	–	0.01%	508
2018 Q2	$17K	Buy	1,281 +722	+129%	+$10.7K	0.01%	545
2018 Q1	$10K	Hold	559	–	–	0.01%	484
2017 Q4	$12K	Buy	+559	New	+$10.9K	0.01%	444

Other funds holding HWM

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kaizen Advisory's HWM Position: Q4 2018 in Review

Kaizen Advisory increased its Howmet Aerospace (HWM) stake by 21% in Q4 2018, buying an estimated $4.24K and bringing the position to 1,552 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #514.

Kaizen Advisory first reported a position in HWM in Q4 2017 and has held it in 5 quarters since. The position peaked at $22K in Q3 2018. 518 funds tracked by Wall St. Rank hold HWM as of Q4 2018.

Kaizen Advisory held 1,552 shares of Howmet Aerospace worth $20K as of Q4 2018.
Kaizen Advisory bought 271 Howmet Aerospace shares in Q4 2018, an estimated $4.24K.
Howmet Aerospace made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #514 holding.
Kaizen Advisory first reported a position in Howmet Aerospace in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Howmet Aerospace position peaked at $22K in Q3 2018.
518 funds tracked by Wall St. Rank held Howmet Aerospace as of Q4 2018.

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