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Kaizen Financial Strategies’s W.W. Grainger GWW Stock Holding History

Kaizen Financial Strategies’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$287K – 107
2022
Q4 		$287K Buy
+500
New +$282K 0.28% 77

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kaizen Financial Strategies's GWW Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of W.W. Grainger (GWW) in Q1 2023, closing a stake of 500 shares — an estimated $287K sold.

Kaizen Financial Strategies first reported a position in GWW in Q4 2022 and held it in 1 quarter. The position peaked at $287K in Q4 2022. 1,002 funds tracked by Wall St. Rank hold GWW as of Q1 2023.

  • Kaizen Financial Strategies reported no remaining W.W. Grainger position as of Q1 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 500 W.W. Grainger shares in Q1 2023, an estimated $287K.
  • Kaizen Financial Strategies first reported a position in W.W. Grainger in Q4 2022 and held it in 1 quarter.
  • Kaizen Financial Strategies's W.W. Grainger position peaked at $287K in Q4 2022.
  • 1,002 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.