KA
GS icon

Kaizen Advisory’s Goldman Sachs GS Stock Holding History

Kaizen Advisory’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$160K Buy
960
+81
+9% +$16.3K 0.11% 176
2018
Q3 		$197K Hold
879
– – 0.1% 165
2018
Q2 		$194K Buy
879
+541
+160% +$129K 0.1% 162
2018
Q1 		$85K Hold
338
– – 0.08% 140
2017
Q4 		$86K Buy
+338
New +$82.9K 0.05% 147

Other funds holding GS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's GS Position: Q4 2018 in Review

Kaizen Advisory increased its Goldman Sachs (GS) stake by 9.2% in Q4 2018, buying an estimated $16.3K and bringing the position to 960 shares worth $160K. The position accounts for 0.11% of the portfolio, ranked #176.

Kaizen Advisory first reported a position in GS in Q4 2017 and has held it in 5 quarters since. The position peaked at $197K in Q3 2018. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Kaizen Advisory held 960 shares of Goldman Sachs worth $160K as of Q4 2018.
  • Kaizen Advisory bought 81 Goldman Sachs shares in Q4 2018, an estimated $16.3K.
  • Goldman Sachs made up 0.11% of Kaizen Advisory's portfolio in Q4 2018, its #176 holding.
  • Kaizen Advisory first reported a position in Goldman Sachs in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Goldman Sachs position peaked at $197K in Q3 2018.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

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