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Kaizen Advisory’s NMI Holdings NMIH Stock Holding History

Kaizen Advisory’s Portfolio NMIH Stock Details NMIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$700K Sell
39,200
-7,559
-16% -$147K 0.49% 57
2018
Q3 		$1.06M Sell
46,759
-8,073
-15% -$169K 0.55% 43
2018
Q2 		$894K Buy
54,832
+40,994
+296% +$664K 0.45% 98
2018
Q1 		$229K Buy
+13,838
New +$258K 0.23% 89

Other funds holding NMIH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's NMIH Position: Q4 2018 in Review

Kaizen Advisory reduced its NMI Holdings (NMIH) stake by 16% in Q4 2018, selling an estimated $147K and leaving 39,200 shares worth $700K. The position accounts for 0.49% of the portfolio, ranked #57.

Kaizen Advisory first reported a position in NMIH in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.06M in Q3 2018. 187 funds tracked by Wall St. Rank hold NMIH as of Q4 2018.

  • Kaizen Advisory held 39,200 shares of NMI Holdings worth $700K as of Q4 2018.
  • Kaizen Advisory sold 7,559 NMI Holdings shares in Q4 2018, an estimated $147K.
  • NMI Holdings made up 0.49% of Kaizen Advisory's portfolio in Q4 2018, its #57 holding.
  • Kaizen Advisory first reported a position in NMI Holdings in Q1 2018 and has held it in 4 quarters since.
  • Kaizen Advisory's NMI Holdings position peaked at $1.06M in Q3 2018.
  • 187 funds tracked by Wall St. Rank held NMI Holdings as of Q4 2018.

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