Kaizen Advisory’s Illinois Tool Works ITW Stock Holding History

Kaizen Advisory’s Portfolio ITW Stock Details ITW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$104K	Buy	819 +71	+9%	+$9.35K	0.07%	218
2018 Q3	$106K	Hold	748	–	–	0.06%	221
2018 Q2	$104K	Buy	748 +450	+151%	+$66.6K	0.05%	222
2018 Q1	$47K	Hold	298	–	–	0.05%	208
2017 Q4	$50K	Buy	+298	New	+$47.5K	0.03%	196

Other funds holding ITW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Kaizen Advisory's ITW Position: Q4 2018 in Review

Kaizen Advisory increased its Illinois Tool Works (ITW) stake by 9.5% in Q4 2018, buying an estimated $9.35K and bringing the position to 819 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #218.

Kaizen Advisory first reported a position in ITW in Q4 2017 and has held it in 5 quarters since. The position peaked at $106K in Q3 2018. 1,202 funds tracked by Wall St. Rank hold ITW as of Q4 2018.

Kaizen Advisory held 819 shares of Illinois Tool Works worth $104K as of Q4 2018.
Kaizen Advisory bought 71 Illinois Tool Works shares in Q4 2018, an estimated $9.35K.
Illinois Tool Works made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #218 holding.
Kaizen Advisory first reported a position in Illinois Tool Works in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Illinois Tool Works position peaked at $106K in Q3 2018.
1,202 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2018.

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