Kaizen Advisory’s ResMed RMD Stock Holding History

Kaizen Advisory’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$45K	Buy	396 +75	+23%	+$8.04K	0.03%	344
2018 Q3	$37K	Hold	321	–	–	0.02%	397
2018 Q2	$33K	Buy	321 +189	+143%	+$19.1K	0.02%	440
2018 Q1	$13K	Hold	132	–	–	0.01%	430
2017 Q4	$11K	Buy	+132	New	+$10.9K	0.01%	470

Other funds holding RMD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's RMD Position: Q4 2018 in Review

Kaizen Advisory increased its ResMed (RMD) stake by 23% in Q4 2018, buying an estimated $8.04K and bringing the position to 396 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #344.

Kaizen Advisory first reported a position in RMD in Q4 2017 and has held it in 5 quarters since. 501 funds tracked by Wall St. Rank hold RMD as of Q4 2018.

Kaizen Advisory held 396 shares of ResMed worth $45K as of Q4 2018.
Kaizen Advisory bought 75 ResMed shares in Q4 2018, an estimated $8.04K.
ResMed made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #344 holding.
Kaizen Advisory first reported a position in ResMed in Q4 2017 and has held it in 5 quarters since.
501 funds tracked by Wall St. Rank held ResMed as of Q4 2018.

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