Kaizen Advisory’s Worthington Enterprises WOR Stock Holding History

Kaizen Advisory’s Portfolio WOR Stock Details WOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-34,549	Closed	-$938K	–	619
2017 Q4	$938K	Buy	+34,549	New	+$923K	0.56%	85

Other funds holding WOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's WOR Position: Q1 2018 in Review

Kaizen Advisory sold out of Worthington Enterprises (WOR) in Q1 2018, closing a stake of 34,549 shares — an estimated $938K sold.

Kaizen Advisory first reported a position in WOR in Q4 2017 and held it in 1 quarter. The position peaked at $938K in Q4 2017. 224 funds tracked by Wall St. Rank hold WOR as of Q1 2018.

Kaizen Advisory reported no remaining Worthington Enterprises position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 34,549 Worthington Enterprises shares in Q1 2018, an estimated $938K.
Kaizen Advisory first reported a position in Worthington Enterprises in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Worthington Enterprises position peaked at $938K in Q4 2017.
224 funds tracked by Wall St. Rank held Worthington Enterprises as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.