Kaizen Advisory’s Mattel MAT Stock Holding History

Kaizen Advisory’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$9K	Sell	917 -76	-8%	-$1.01K	0.01%	564
2018 Q3	$16K	Hold	993	–	–	0.01%	545
2018 Q2	$16K	Buy	993 +647	+187%	+$9.82K	0.01%	561
2018 Q1	$5K	Hold	346	–	–	﹤0.01%	564
2017 Q4	$5K	Buy	+346	New	+$5.48K	﹤0.01%	556

Other funds holding MAT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's MAT Position: Q4 2018 in Review

Kaizen Advisory reduced its Mattel (MAT) stake by 7.7% in Q4 2018, selling an estimated $1.01K and leaving 917 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #564.

Kaizen Advisory first reported a position in MAT in Q4 2017 and has held it in 5 quarters since. The position peaked at $16K in Q3 2018. 368 funds tracked by Wall St. Rank hold MAT as of Q4 2018.

Kaizen Advisory held 917 shares of Mattel worth $9K as of Q4 2018.
Kaizen Advisory sold 76 Mattel shares in Q4 2018, an estimated $1.01K.
Mattel made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #564 holding.
Kaizen Advisory first reported a position in Mattel in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Mattel position peaked at $16K in Q3 2018.
368 funds tracked by Wall St. Rank held Mattel as of Q4 2018.

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