Kaizen Advisory’s Allstate ALL Stock Holding History

Kaizen Advisory’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$77K	Buy	934 +73	+8%	+$6.55K	0.05%	257
2018 Q3	$85K	Hold	861	–	–	0.04%	254
2018 Q2	$79K	Buy	861 +517	+150%	+$49.1K	0.04%	261
2018 Q1	$33K	Hold	344	–	–	0.03%	256
2017 Q4	$36K	Buy	+344	New	+$33.9K	0.02%	226

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's ALL Position: Q4 2018 in Review

Kaizen Advisory increased its Allstate (ALL) stake by 8.5% in Q4 2018, buying an estimated $6.55K and bringing the position to 934 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #257.

Kaizen Advisory first reported a position in ALL in Q4 2017 and has held it in 5 quarters since. The position peaked at $85K in Q3 2018. 978 funds tracked by Wall St. Rank hold ALL as of Q4 2018.

Kaizen Advisory held 934 shares of Allstate worth $77K as of Q4 2018.
Kaizen Advisory bought 73 Allstate shares in Q4 2018, an estimated $6.55K.
Allstate made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #257 holding.
Kaizen Advisory first reported a position in Allstate in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Allstate position peaked at $85K in Q3 2018.
978 funds tracked by Wall St. Rank held Allstate as of Q4 2018.

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