KA
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Kaizen Advisory’s WD-40 WDFC Stock Holding History

Kaizen Advisory’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$914K Sell
4,988
-977
-16% -$165K 0.63% 19
2018
Q3 		$1.03M Buy
+5,965
New +$998K 0.54% 52

Other funds holding WDFC

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Kaizen Advisory's WDFC Position: Q4 2018 in Review

Kaizen Advisory reduced its WD-40 (WDFC) stake by 16% in Q4 2018, selling an estimated $165K and leaving 4,988 shares worth $914K. The position accounts for 0.63% of the portfolio, ranked #19.

Kaizen Advisory first reported a position in WDFC in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2018. 300 funds tracked by Wall St. Rank hold WDFC as of Q4 2018.

  • Kaizen Advisory held 4,988 shares of WD-40 worth $914K as of Q4 2018.
  • Kaizen Advisory sold 977 WD-40 shares in Q4 2018, an estimated $165K.
  • WD-40 made up 0.63% of Kaizen Advisory's portfolio in Q4 2018, its #19 holding.
  • Kaizen Advisory first reported a position in WD-40 in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's WD-40 position peaked at $1.03M in Q3 2018.
  • 300 funds tracked by Wall St. Rank held WD-40 as of Q4 2018.

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