Kaizen Advisory’s Boeing BA Stock Holding History

Kaizen Advisory’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$451K	Buy	1,398 +20	+1%	+$6.91K	0.31%	122
2018 Q3	$512K	Sell	1,378 -3,132	-69%	-$1.1M	0.27%	122
2018 Q2	$1.51M	Buy	4,510 +3,194	+243%	+$1.1M	0.77%	12
2018 Q1	$431K	Buy	1,316 +784	+147%	+$265K	0.43%	7
2017 Q4	$157K	Buy	+532	New	+$144K	0.09%	125

Other funds holding BA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kaizen Advisory's BA Position: Q4 2018 in Review

Kaizen Advisory increased its Boeing (BA) stake by 1.5% in Q4 2018, buying an estimated $6.91K and bringing the position to 1,398 shares worth $451K. The position accounts for 0.31% of the portfolio, ranked #122.

Kaizen Advisory first reported a position in BA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2018. 2,059 funds tracked by Wall St. Rank hold BA as of Q4 2018.

Kaizen Advisory held 1,398 shares of Boeing worth $451K as of Q4 2018.
Kaizen Advisory bought 20 Boeing shares in Q4 2018, an estimated $6.91K.
Boeing made up 0.31% of Kaizen Advisory's portfolio in Q4 2018, its #122 holding.
Kaizen Advisory first reported a position in Boeing in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Boeing position peaked at $1.51M in Q2 2018.
2,059 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

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