Kaizen Advisory’s IBM IBM Stock Holding History

Kaizen Advisory’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$283K	Buy	2,607 +410	+19%	+$49.2K	0.2%	142
2018 Q3	$318K	Hold	2,197	–	–	0.17%	137
2018 Q2	$293K	Buy	2,197 +1,324	+152%	+$185K	0.15%	135
2018 Q1	$128K	Hold	873	–	–	0.13%	116
2017 Q4	$128K	Buy	+873	New	+$127K	0.08%	135

Other funds holding IBM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Kaizen Advisory's IBM Position: Q4 2018 in Review

Kaizen Advisory increased its IBM (IBM) stake by 19% in Q4 2018, buying an estimated $49.2K and bringing the position to 2,607 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #142.

Kaizen Advisory first reported a position in IBM in Q4 2017 and has held it in 5 quarters since. The position peaked at $318K in Q3 2018. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Kaizen Advisory held 2,607 shares of IBM worth $283K as of Q4 2018.
Kaizen Advisory bought 410 IBM shares in Q4 2018, an estimated $49.2K.
IBM made up 0.2% of Kaizen Advisory's portfolio in Q4 2018, its #142 holding.
Kaizen Advisory first reported a position in IBM in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's IBM position peaked at $318K in Q3 2018.
1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

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