Kaizen Advisory’s American Airlines Group AAL Stock Holding History

Kaizen Advisory’s Portfolio AAL Stock Details AAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$36K	Sell	1,127 -33	-3%	-$1.15K	0.03%	381
2018 Q3	$48K	Hold	1,160	–	–	0.03%	341
2018 Q2	$44K	Buy	1,160 +759	+189%	+$33.5K	0.02%	361
2018 Q1	$21K	Hold	401	–	–	0.02%	318
2017 Q4	$21K	Buy	+401	New	+$20K	0.01%	317

Other funds holding AAL

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's AAL Position: Q4 2018 in Review

Kaizen Advisory reduced its American Airlines Group (AAL) stake by 2.8% in Q4 2018, selling an estimated $1.15K and leaving 1,127 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #381.

Kaizen Advisory first reported a position in AAL in Q4 2017 and has held it in 5 quarters since. The position peaked at $48K in Q3 2018. 588 funds tracked by Wall St. Rank hold AAL as of Q4 2018.

Kaizen Advisory held 1,127 shares of American Airlines Group worth $36K as of Q4 2018.
Kaizen Advisory sold 33 American Airlines Group shares in Q4 2018, an estimated $1.15K.
American Airlines Group made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #381 holding.
Kaizen Advisory first reported a position in American Airlines Group in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's American Airlines Group position peaked at $48K in Q3 2018.
588 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2018.

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