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Kaizen Advisory’s Weyerhaeuser WY Stock Holding History

Kaizen Advisory’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$47K Buy
2,172
+301
+16% +$8.02K 0.03% 338
2018
Q3 		$60K Hold
1,871
– – 0.03% 302
2018
Q2 		$68K Buy
1,871
+1,137
+155% +$41.6K 0.03% 282
2018
Q1 		$26K Hold
734
– – 0.03% 289
2017
Q4 		$26K Buy
+734
New +$26K 0.02% 282

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's WY Position: Q4 2018 in Review

Kaizen Advisory increased its Weyerhaeuser (WY) stake by 16% in Q4 2018, buying an estimated $8.02K and bringing the position to 2,172 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #338.

Kaizen Advisory first reported a position in WY in Q4 2017 and has held it in 5 quarters since. The position peaked at $68K in Q2 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Kaizen Advisory held 2,172 shares of Weyerhaeuser worth $47K as of Q4 2018.
  • Kaizen Advisory bought 301 Weyerhaeuser shares in Q4 2018, an estimated $8.02K.
  • Weyerhaeuser made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #338 holding.
  • Kaizen Advisory first reported a position in Weyerhaeuser in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Weyerhaeuser position peaked at $68K in Q2 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

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