KA
ANSS

Kaizen Advisory’s Ansys ANSS Stock Holding History

Kaizen Advisory’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$34K Buy
235
+42
+22% +$6.52K 0.02% 405
2018
Q3 		$36K Hold
193
– – 0.02% 399
2018
Q2 		$34K Buy
193
+107
+124% +$17.8K 0.02% 403
2018
Q1 		$13K Hold
86
– – 0.01% 416
2017
Q4 		$13K Buy
+86
New +$12.2K 0.01% 408

Other funds holding ANSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kaizen Advisory's ANSS Position: Q4 2018 in Review

Kaizen Advisory increased its Ansys (ANSS) stake by 22% in Q4 2018, buying an estimated $6.52K and bringing the position to 235 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #405.

Kaizen Advisory first reported a position in ANSS in Q4 2017 and has held it in 5 quarters since. The position peaked at $36K in Q3 2018. 568 funds tracked by Wall St. Rank hold ANSS as of Q4 2018.

  • Kaizen Advisory held 235 shares of Ansys worth $34K as of Q4 2018.
  • Kaizen Advisory bought 42 Ansys shares in Q4 2018, an estimated $6.52K.
  • Ansys made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #405 holding.
  • Kaizen Advisory first reported a position in Ansys in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Ansys position peaked at $36K in Q3 2018.
  • 568 funds tracked by Wall St. Rank held Ansys as of Q4 2018.

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