Kaizen Advisory’s Fortive FTV Stock Holding History

Kaizen Advisory’s Portfolio FTV Stock Details FTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$779K	Sell	18,243 -3,095	-15%	-$145K	0.54%	39
2018 Q3	$1.13M	Buy	21,338 +20,158	+1,708%	+$1.03M	0.59%	24
2018 Q2	$57K	Buy	1,180 +712	+152%	+$34K	0.03%	303
2018 Q1	$23K	Sell	468 -25,141	-98%	-$1.2M	0.02%	305
2017 Q4	$1.17M	Buy	+25,609	New	+$1.17M	0.7%	63

Other funds holding FTV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's FTV Position: Q4 2018 in Review

Kaizen Advisory reduced its Fortive (FTV) stake by 15% in Q4 2018, selling an estimated $145K and leaving 18,243 shares worth $779K. The position accounts for 0.54% of the portfolio, ranked #39.

Kaizen Advisory first reported a position in FTV in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2017. 786 funds tracked by Wall St. Rank hold FTV as of Q4 2018.

Kaizen Advisory held 18,243 shares of Fortive worth $779K as of Q4 2018.
Kaizen Advisory sold 3,095 Fortive shares in Q4 2018, an estimated $145K.
Fortive made up 0.54% of Kaizen Advisory's portfolio in Q4 2018, its #39 holding.
Kaizen Advisory first reported a position in Fortive in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Fortive position peaked at $1.17M in Q4 2017.
786 funds tracked by Wall St. Rank held Fortive as of Q4 2018.

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