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Kaizen Advisory’s General Motors GM Stock Holding History

Kaizen Advisory’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$116K Buy
3,453
+155
+5% +$5.35K 0.08% 206
2018
Q3 		$111K Hold
3,298
– – 0.06% 215
2018
Q2 		$130K Buy
3,298
+2,047
+164% +$80.6K 0.07% 198
2018
Q1 		$45K Hold
1,251
– – 0.04% 212
2017
Q4 		$51K Buy
+1,251
New +$54.3K 0.03% 193

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Kaizen Advisory's GM Position: Q4 2018 in Review

Kaizen Advisory increased its General Motors (GM) stake by 4.7% in Q4 2018, buying an estimated $5.35K and bringing the position to 3,453 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #206.

Kaizen Advisory first reported a position in GM in Q4 2017 and has held it in 5 quarters since. The position peaked at $130K in Q2 2018. 1,044 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Kaizen Advisory held 3,453 shares of General Motors worth $116K as of Q4 2018.
  • Kaizen Advisory bought 155 General Motors shares in Q4 2018, an estimated $5.35K.
  • General Motors made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #206 holding.
  • Kaizen Advisory first reported a position in General Motors in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's General Motors position peaked at $130K in Q2 2018.
  • 1,044 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

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