Kaizen Advisory’s West Pharmaceutical WST Stock Holding History

Kaizen Advisory’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-12,859	Closed	-$1.28M	–	618
2018 Q2	$1.28M	Buy	12,859 +9,704	+308%	+$893K	0.65%	26
2018 Q1	$279K	Buy	+3,155	New	+$295K	0.28%	54

Other funds holding WST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kaizen Advisory's WST Position: Q3 2018 in Review

Kaizen Advisory sold out of West Pharmaceutical (WST) in Q3 2018, closing a stake of 12,859 shares — an estimated $1.28M sold.

Kaizen Advisory first reported a position in WST in Q1 2018 and held it in 2 quarters. The position peaked at $1.28M in Q2 2018. 355 funds tracked by Wall St. Rank hold WST as of Q3 2018.

Kaizen Advisory reported no remaining West Pharmaceutical position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 12,859 West Pharmaceutical shares in Q3 2018, an estimated $1.28M.
Kaizen Advisory first reported a position in West Pharmaceutical in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's West Pharmaceutical position peaked at $1.28M in Q2 2018.
355 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.