Kaizen Advisory’s Masco MAS Stock Holding History

Kaizen Advisory’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$23K	Buy	783 +41	+6%	+$1.27K	0.02%	487
2018 Q3	$27K	Hold	742	–	–	0.01%	470
2018 Q2	$28K	Buy	742 +437	+143%	+$16.8K	0.01%	474
2018 Q1	$12K	Hold	305	–	–	0.01%	445
2017 Q4	$13K	Buy	+305	New	+$12.4K	0.01%	426

Other funds holding MAS

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Kaizen Advisory's MAS Position: Q4 2018 in Review

Kaizen Advisory increased its Masco (MAS) stake by 5.5% in Q4 2018, buying an estimated $1.27K and bringing the position to 783 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #487.

Kaizen Advisory first reported a position in MAS in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q2 2018. 567 funds tracked by Wall St. Rank hold MAS as of Q4 2018.

Kaizen Advisory held 783 shares of Masco worth $23K as of Q4 2018.
Kaizen Advisory bought 41 Masco shares in Q4 2018, an estimated $1.27K.
Masco made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #487 holding.
Kaizen Advisory first reported a position in Masco in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Masco position peaked at $28K in Q2 2018.
567 funds tracked by Wall St. Rank held Masco as of Q4 2018.

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