Kaizen Advisory’s Devon Energy DVN Stock Holding History

Kaizen Advisory’s Portfolio DVN Stock Details DVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$30K	Buy	1,332 +183	+16%	+$5.62K	0.02%	427
2018 Q3	$46K	Hold	1,149	–	–	0.02%	349
2018 Q2	$51K	Buy	1,149 +639	+125%	+$24.8K	0.03%	324
2018 Q1	$16K	Sell	510 -33,978	-99%	-$1.25M	0.02%	371
2017 Q4	$3.59M	Buy	+34,488	New	+$1.31M	2.14%	5

Other funds holding DVN

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kaizen Advisory's DVN Position: Q4 2018 in Review

Kaizen Advisory increased its Devon Energy (DVN) stake by 16% in Q4 2018, buying an estimated $5.62K and bringing the position to 1,332 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #427.

Kaizen Advisory first reported a position in DVN in Q4 2017 and has held it in 5 quarters since. The position peaked at $3.59M in Q4 2017. 656 funds tracked by Wall St. Rank hold DVN as of Q4 2018.

Kaizen Advisory held 1,332 shares of Devon Energy worth $30K as of Q4 2018.
Kaizen Advisory bought 183 Devon Energy shares in Q4 2018, an estimated $5.62K.
Devon Energy made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #427 holding.
Kaizen Advisory first reported a position in Devon Energy in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Devon Energy position peaked at $3.59M in Q4 2017.
656 funds tracked by Wall St. Rank held Devon Energy as of Q4 2018.

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