Kaizen Advisory’s Western Digital WDC Stock Holding History

Kaizen Advisory’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$30K	Buy	1,090 +143	+15%	+$5.07K	0.02%	433
2018 Q3	$42K	Hold	947	–	–	0.02%	373
2018 Q2	$55K	Buy	947 +574	+154%	+$36.5K	0.03%	321
2018 Q1	$26K	Hold	373	–	–	0.03%	288
2017 Q4	$22K	Buy	+373	New	+$24K	0.01%	315

Other funds holding WDC

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

IAM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's WDC Position: Q4 2018 in Review

Kaizen Advisory increased its Western Digital (WDC) stake by 15% in Q4 2018, buying an estimated $5.07K and bringing the position to 1,090 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #433.

Kaizen Advisory first reported a position in WDC in Q4 2017 and has held it in 5 quarters since. The position peaked at $55K in Q2 2018. 634 funds tracked by Wall St. Rank hold WDC as of Q4 2018.

Kaizen Advisory held 1,090 shares of Western Digital worth $30K as of Q4 2018.
Kaizen Advisory bought 143 Western Digital shares in Q4 2018, an estimated $5.07K.
Western Digital made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #433 holding.
Kaizen Advisory first reported a position in Western Digital in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Western Digital position peaked at $55K in Q2 2018.
634 funds tracked by Wall St. Rank held Western Digital as of Q4 2018.

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