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Kaizen Advisory’s Ford F Stock Holding History

Kaizen Advisory’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$81K Buy
10,559
+814
+8% +$7.25K 0.06% 252
2018
Q3 		$90K Hold
9,745
– – 0.05% 245
2018
Q2 		$108K Buy
9,745
+5,931
+156% +$67.9K 0.05% 218
2018
Q1 		$42K Hold
3,814
– – 0.04% 220
2017
Q4 		$48K Buy
+3,814
New +$47K 0.03% 201

Other funds holding F

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's F Position: Q4 2018 in Review

Kaizen Advisory increased its Ford (F) stake by 8.4% in Q4 2018, buying an estimated $7.25K and bringing the position to 10,559 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #252.

Kaizen Advisory first reported a position in F in Q4 2017 and has held it in 5 quarters since. The position peaked at $108K in Q2 2018. 1,160 funds tracked by Wall St. Rank hold F as of Q4 2018.

  • Kaizen Advisory held 10,559 shares of Ford worth $81K as of Q4 2018.
  • Kaizen Advisory bought 814 Ford shares in Q4 2018, an estimated $7.25K.
  • Ford made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #252 holding.
  • Kaizen Advisory first reported a position in Ford in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Ford position peaked at $108K in Q2 2018.
  • 1,160 funds tracked by Wall St. Rank held Ford as of Q4 2018.

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