Kaizen Advisory’s Abbott ABT Stock Holding History

Kaizen Advisory’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$348K	Buy	4,806 +503	+12%	+$35.4K	0.24%	133
2018 Q3	$316K	Hold	4,303	–	–	0.16%	138
2018 Q2	$262K	Buy	4,303 +2,627	+157%	+$159K	0.13%	144
2018 Q1	$100K	Hold	1,676	–	–	0.1%	128
2017 Q4	$96K	Buy	+1,676	New	+$92.9K	0.06%	140

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kaizen Advisory's ABT Position: Q4 2018 in Review

Kaizen Advisory increased its Abbott (ABT) stake by 12% in Q4 2018, buying an estimated $35.4K and bringing the position to 4,806 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #133.

Kaizen Advisory first reported a position in ABT in Q4 2017 and has held it in 5 quarters since. 1,968 funds tracked by Wall St. Rank hold ABT as of Q4 2018.

Kaizen Advisory held 4,806 shares of Abbott worth $348K as of Q4 2018.
Kaizen Advisory bought 503 Abbott shares in Q4 2018, an estimated $35.4K.
Abbott made up 0.24% of Kaizen Advisory's portfolio in Q4 2018, its #133 holding.
Kaizen Advisory first reported a position in Abbott in Q4 2017 and has held it in 5 quarters since.
1,968 funds tracked by Wall St. Rank held Abbott as of Q4 2018.

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