KA
WLH

Kaizen Advisory’s WILLIAM LYON HOMES WLH Stock Holding History

Kaizen Advisory’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$445K Sell
41,570
-7,746
-16% -$99K 0.31% 123
2018
Q3 		$784K Buy
+49,316
New +$1.03M 0.41% 111

Other funds holding WLH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Kaizen Advisory's WLH Position: Q4 2018 in Review

Kaizen Advisory reduced its WILLIAM LYON HOMES (WLH) stake by 16% in Q4 2018, selling an estimated $99K and leaving 41,570 shares worth $445K. The position accounts for 0.31% of the portfolio, ranked #123.

Kaizen Advisory first reported a position in WLH in Q3 2018 and has held it in 2 quarters since. The position peaked at $784K in Q3 2018. 140 funds tracked by Wall St. Rank hold WLH as of Q4 2018.

  • Kaizen Advisory held 41,570 shares of WILLIAM LYON HOMES worth $445K as of Q4 2018.
  • Kaizen Advisory sold 7,746 WILLIAM LYON HOMES shares in Q4 2018, an estimated $99K.
  • WILLIAM LYON HOMES made up 0.31% of Kaizen Advisory's portfolio in Q4 2018, its #123 holding.
  • Kaizen Advisory first reported a position in WILLIAM LYON HOMES in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's WILLIAM LYON HOMES position peaked at $784K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q4 2018.

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