KA
BFYT

Kaizen Advisory’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Kaizen Advisory’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-37,267
Closed -$1.21M – 624
2018
Q2 		$1.21M Buy
37,267
+27,797
+294% +$847K 0.61% 37
2018
Q1 		$274K Buy
+9,470
New +$266K 0.27% 60

Other funds holding BFYT

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Kaizen Advisory's BFYT Position: Q3 2018 in Review

Kaizen Advisory sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2018, closing a stake of 37,267 shares — an estimated $1.21M sold.

Kaizen Advisory first reported a position in BFYT in Q1 2018 and held it in 2 quarters. The position peaked at $1.21M in Q2 2018. 145 funds tracked by Wall St. Rank hold BFYT as of Q3 2018.

  • Kaizen Advisory reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 37,267 Benefytt Technologies, Inc. Class A Common Stock shares in Q3 2018, an estimated $1.21M.
  • Kaizen Advisory first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's Benefytt Technologies, Inc. Class A Common Stock position peaked at $1.21M in Q2 2018.
  • 145 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.