Kaizen Advisory’s Blackrock BLK Stock Holding History

Kaizen Advisory’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$127K	Buy	323 +15	+5%	+$6.14K	0.09%	193
2018 Q3	$145K	Hold	308	–	–	0.08%	190
2018 Q2	$154K	Buy	308 +188	+157%	+$99.4K	0.08%	175
2018 Q1	$65K	Hold	120	–	–	0.06%	163
2017 Q4	$62K	Buy	+120	New	+$58.3K	0.04%	173

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kaizen Advisory's BLK Position: Q4 2018 in Review

Kaizen Advisory increased its Blackrock (BLK) stake by 4.9% in Q4 2018, buying an estimated $6.14K and bringing the position to 323 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #193.

Kaizen Advisory first reported a position in BLK in Q4 2017 and has held it in 5 quarters since. The position peaked at $154K in Q2 2018. 1,244 funds tracked by Wall St. Rank hold BLK as of Q4 2018.

Kaizen Advisory held 323 shares of Blackrock worth $127K as of Q4 2018.
Kaizen Advisory bought 15 Blackrock shares in Q4 2018, an estimated $6.14K.
Blackrock made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #193 holding.
Kaizen Advisory first reported a position in Blackrock in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Blackrock position peaked at $154K in Q2 2018.
1,244 funds tracked by Wall St. Rank held Blackrock as of Q4 2018.

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