Kaizen Advisory’s Williams-Sonoma WSM Stock Holding History

Kaizen Advisory’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-47,024	Closed	-$1.22M	–	620
2017 Q4	$1.22M	Buy	+47,024	New	+$1.2M	0.73%	52

Other funds holding WSM

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Kaizen Advisory's WSM Position: Q1 2018 in Review

Kaizen Advisory sold out of Williams-Sonoma (WSM) in Q1 2018, closing a stake of 47,024 shares — an estimated $1.22M sold.

Kaizen Advisory first reported a position in WSM in Q4 2017 and held it in 1 quarter. The position peaked at $1.22M in Q4 2017. 416 funds tracked by Wall St. Rank hold WSM as of Q1 2018.

Kaizen Advisory reported no remaining Williams-Sonoma position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 47,024 Williams-Sonoma shares in Q1 2018, an estimated $1.22M.
Kaizen Advisory first reported a position in Williams-Sonoma in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Williams-Sonoma position peaked at $1.22M in Q4 2017.
416 funds tracked by Wall St. Rank held Williams-Sonoma as of Q1 2018.

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