KA
KMG

Kaizen Advisory’s KMG Chemicals Inc KMG Stock Holding History

Kaizen Advisory’s Portfolio KMG Stock Details KMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-18,088
Closed -$1.33M – 629
2018
Q2 		$1.33M Buy
18,088
+13,537
+297% +$912K 0.68% 21
2018
Q1 		$273K Buy
+4,551
New +$284K 0.27% 62

Other funds holding KMG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kaizen Advisory's KMG Position: Q3 2018 in Review

Kaizen Advisory sold out of KMG Chemicals Inc (KMG) in Q3 2018, closing a stake of 18,088 shares — an estimated $1.33M sold.

Kaizen Advisory first reported a position in KMG in Q1 2018 and held it in 2 quarters. The position peaked at $1.33M in Q2 2018. 164 funds tracked by Wall St. Rank hold KMG as of Q3 2018.

  • Kaizen Advisory reported no remaining KMG Chemicals Inc position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 18,088 KMG Chemicals Inc shares in Q3 2018, an estimated $1.33M.
  • Kaizen Advisory first reported a position in KMG Chemicals Inc in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's KMG Chemicals Inc position peaked at $1.33M in Q2 2018.
  • 164 funds tracked by Wall St. Rank held KMG Chemicals Inc as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.