Kaizen Advisory’s Genuine Parts GPC Stock Holding History

Kaizen Advisory’s Portfolio GPC Stock Details GPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$35K	Buy	369 +6	+2%	+$594	0.02%	398
2018 Q3	$36K	Hold	363	–	–	0.02%	401
2018 Q2	$33K	Buy	363 +221	+156%	+$20.2K	0.02%	435
2018 Q1	$13K	Hold	142	–	–	0.01%	422
2017 Q4	$13K	Buy	+142	New	+$13K	0.01%	422

Other funds holding GPC

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kaizen Advisory's GPC Position: Q4 2018 in Review

Kaizen Advisory increased its Genuine Parts (GPC) stake by 1.7% in Q4 2018, buying an estimated $594 and bringing the position to 369 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #398.

Kaizen Advisory first reported a position in GPC in Q4 2017 and has held it in 5 quarters since. The position peaked at $36K in Q3 2018. 765 funds tracked by Wall St. Rank hold GPC as of Q4 2018.

Kaizen Advisory held 369 shares of Genuine Parts worth $35K as of Q4 2018.
Kaizen Advisory bought 6 Genuine Parts shares in Q4 2018, an estimated $594.
Genuine Parts made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #398 holding.
Kaizen Advisory first reported a position in Genuine Parts in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Genuine Parts position peaked at $36K in Q3 2018.
765 funds tracked by Wall St. Rank held Genuine Parts as of Q4 2018.

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