Kaizen Advisory’s Fifth Third Bancorp FITB Stock Holding History

Kaizen Advisory’s Portfolio FITB Stock Details FITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$43K	Buy	1,826 +101	+6%	+$2.66K	0.03%	350
2018 Q3	$48K	Hold	1,725	–	–	0.03%	343
2018 Q2	$50K	Buy	1,725 +1,026	+147%	+$32.6K	0.03%	331
2018 Q1	$22K	Hold	699	–	–	0.02%	311
2017 Q4	$21K	Buy	+699	New	+$20.4K	0.01%	318

Other funds holding FITB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Kaizen Advisory's FITB Position: Q4 2018 in Review

Kaizen Advisory increased its Fifth Third Bancorp (FITB) stake by 5.9% in Q4 2018, buying an estimated $2.66K and bringing the position to 1,826 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #350.

Kaizen Advisory first reported a position in FITB in Q4 2017 and has held it in 5 quarters since. The position peaked at $50K in Q2 2018. 691 funds tracked by Wall St. Rank hold FITB as of Q4 2018.

Kaizen Advisory held 1,826 shares of Fifth Third Bancorp worth $43K as of Q4 2018.
Kaizen Advisory bought 101 Fifth Third Bancorp shares in Q4 2018, an estimated $2.66K.
Fifth Third Bancorp made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #350 holding.
Kaizen Advisory first reported a position in Fifth Third Bancorp in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Fifth Third Bancorp position peaked at $50K in Q2 2018.
691 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2018.

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