Kaizen Advisory’s AbbVie ABBV Stock Holding History

Kaizen Advisory’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$383K	Buy	4,151 +339	+9%	+$29.8K	0.27%	129
2018 Q3	$361K	Hold	3,812	–	–	0.19%	133
2018 Q2	$353K	Buy	3,812 +2,275	+148%	+$222K	0.18%	130
2018 Q1	$145K	Hold	1,537	–	–	0.14%	110
2017 Q4	$149K	Buy	+1,537	New	+$145K	0.09%	126

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Kaizen Advisory's ABBV Position: Q4 2018 in Review

Kaizen Advisory increased its AbbVie (ABBV) stake by 8.9% in Q4 2018, buying an estimated $29.8K and bringing the position to 4,151 shares worth $383K. The position accounts for 0.27% of the portfolio, ranked #129.

Kaizen Advisory first reported a position in ABBV in Q4 2017 and has held it in 5 quarters since. 2,062 funds tracked by Wall St. Rank hold ABBV as of Q4 2018.

Kaizen Advisory held 4,151 shares of AbbVie worth $383K as of Q4 2018.
Kaizen Advisory bought 339 AbbVie shares in Q4 2018, an estimated $29.8K.
AbbVie made up 0.27% of Kaizen Advisory's portfolio in Q4 2018, its #129 holding.
Kaizen Advisory first reported a position in AbbVie in Q4 2017 and has held it in 5 quarters since.
2,062 funds tracked by Wall St. Rank held AbbVie as of Q4 2018.

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