Kaizen Advisory’s F5 FFIV Stock Holding History

Kaizen Advisory’s Portfolio FFIV Stock Details FFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$24K	Sell	146 -17	-10%	-$2.92K	0.02%	476
2018 Q3	$33K	Hold	163	–	–	0.02%	433
2018 Q2	$28K	Buy	163 +99	+155%	+$16.5K	0.01%	465
2018 Q1	$9K	Hold	64	–	–	0.01%	504
2017 Q4	$8K	Buy	+64	New	+$7.95K	﹤0.01%	518

Other funds holding FFIV

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kaizen Advisory's FFIV Position: Q4 2018 in Review

Kaizen Advisory reduced its F5 (FFIV) stake by 10% in Q4 2018, selling an estimated $2.92K and leaving 146 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #476.

Kaizen Advisory first reported a position in FFIV in Q4 2017 and has held it in 5 quarters since. The position peaked at $33K in Q3 2018. 555 funds tracked by Wall St. Rank hold FFIV as of Q4 2018.

Kaizen Advisory held 146 shares of F5 worth $24K as of Q4 2018.
Kaizen Advisory sold 17 F5 shares in Q4 2018, an estimated $2.92K.
F5 made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #476 holding.
Kaizen Advisory first reported a position in F5 in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's F5 position peaked at $33K in Q3 2018.
555 funds tracked by Wall St. Rank held F5 as of Q4 2018.

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