KA
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Kaizen Advisory’s MKS Inc MKSI Stock Holding History

Kaizen Advisory’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$629K Sell
9,742
-1,814
-16% -$131K 0.44% 83
2018
Q3 		$926K Buy
+11,556
New +$1.06M 0.48% 96

Other funds holding MKSI

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kaizen Advisory's MKSI Position: Q4 2018 in Review

Kaizen Advisory reduced its MKS Inc (MKSI) stake by 16% in Q4 2018, selling an estimated $131K and leaving 9,742 shares worth $629K. The position accounts for 0.44% of the portfolio, ranked #83.

Kaizen Advisory first reported a position in MKSI in Q3 2018 and has held it in 2 quarters since. The position peaked at $926K in Q3 2018. 353 funds tracked by Wall St. Rank hold MKSI as of Q4 2018.

  • Kaizen Advisory held 9,742 shares of MKS Inc worth $629K as of Q4 2018.
  • Kaizen Advisory sold 1,814 MKS Inc shares in Q4 2018, an estimated $131K.
  • MKS Inc made up 0.44% of Kaizen Advisory's portfolio in Q4 2018, its #83 holding.
  • Kaizen Advisory first reported a position in MKS Inc in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's MKS Inc position peaked at $926K in Q3 2018.
  • 353 funds tracked by Wall St. Rank held MKS Inc as of Q4 2018.

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