Kaizen Advisory’s Cerner Corp CERN Stock Holding History

Kaizen Advisory’s Portfolio CERN Stock Details CERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$46K	Buy	876 +123	+16%	+$7.13K	0.03%	341
2018 Q3	$49K	Hold	753	–	–	0.03%	340
2018 Q2	$45K	Buy	753 +446	+145%	+$26.4K	0.02%	356
2018 Q1	$18K	Hold	307	–	–	0.02%	358
2017 Q4	$21K	Buy	+307	New	+$21.2K	0.01%	323

Other funds holding CERN

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Kaizen Advisory's CERN Position: Q4 2018 in Review

Kaizen Advisory increased its Cerner Corp (CERN) stake by 16% in Q4 2018, buying an estimated $7.13K and bringing the position to 876 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #341.

Kaizen Advisory first reported a position in CERN in Q4 2017 and has held it in 5 quarters since. The position peaked at $49K in Q3 2018. 689 funds tracked by Wall St. Rank hold CERN as of Q4 2018.

Kaizen Advisory held 876 shares of Cerner Corp worth $46K as of Q4 2018.
Kaizen Advisory bought 123 Cerner Corp shares in Q4 2018, an estimated $7.13K.
Cerner Corp made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #341 holding.
Kaizen Advisory first reported a position in Cerner Corp in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Cerner Corp position peaked at $49K in Q3 2018.
689 funds tracked by Wall St. Rank held Cerner Corp as of Q4 2018.

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