Kaizen Advisory’s Broadridge BR Stock Holding History

Kaizen Advisory’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$29K	Buy	306 +13	+4%	+$1.41K	0.02%	434
2018 Q3	$39K	Hold	293	–	–	0.02%	386
2018 Q2	$34K	Buy	+293	New	+$33.1K	0.02%	406
2018 Q1	–	Sell	-13,504	Closed	-$1.22M	–	584
2017 Q4	$1.22M	Buy	+13,504	New	+$1.18M	0.73%	47

Other funds holding BR

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

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

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Kaizen Advisory's BR Position: Q4 2018 in Review

Kaizen Advisory increased its Broadridge (BR) stake by 4.4% in Q4 2018, buying an estimated $1.41K and bringing the position to 306 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #434.

Kaizen Advisory first reported a position in BR in Q4 2017 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2017. 709 funds tracked by Wall St. Rank hold BR as of Q4 2018.

Kaizen Advisory held 306 shares of Broadridge worth $29K as of Q4 2018.
Kaizen Advisory bought 13 Broadridge shares in Q4 2018, an estimated $1.41K.
Broadridge made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #434 holding.
Kaizen Advisory first reported a position in Broadridge in Q4 2017 and has held it in 4 quarters since.
Kaizen Advisory's Broadridge position peaked at $1.22M in Q4 2017.
709 funds tracked by Wall St. Rank held Broadridge as of Q4 2018.

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