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Kaizen Advisory’s Gilead Sciences GILD Stock Holding History

Kaizen Advisory’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$225K Buy
3,605
+542
+18% +$37.9K 0.16% 155
2018
Q3 		$236K Hold
3,063
– – 0.12% 155
2018
Q2 		$217K Buy
3,063
+1,798
+142% +$127K 0.11% 155
2018
Q1 		$95K Hold
1,265
– – 0.09% 132
2017
Q4 		$91K Buy
+1,265
New +$96.1K 0.05% 143

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kaizen Advisory's GILD Position: Q4 2018 in Review

Kaizen Advisory increased its Gilead Sciences (GILD) stake by 18% in Q4 2018, buying an estimated $37.9K and bringing the position to 3,605 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #155.

Kaizen Advisory first reported a position in GILD in Q4 2017 and has held it in 5 quarters since. The position peaked at $236K in Q3 2018. 1,496 funds tracked by Wall St. Rank hold GILD as of Q4 2018.

  • Kaizen Advisory held 3,605 shares of Gilead Sciences worth $225K as of Q4 2018.
  • Kaizen Advisory bought 542 Gilead Sciences shares in Q4 2018, an estimated $37.9K.
  • Gilead Sciences made up 0.16% of Kaizen Advisory's portfolio in Q4 2018, its #155 holding.
  • Kaizen Advisory first reported a position in Gilead Sciences in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Gilead Sciences position peaked at $236K in Q3 2018.
  • 1,496 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2018.

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