Kaizen Advisory’s Loews L Stock Holding History

Kaizen Advisory’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$36K	Buy	790 +98	+14%	+$4.62K	0.03%	386
2018 Q3	$35K	Hold	692	–	–	0.02%	414
2018 Q2	$33K	Buy	692 +429	+163%	+$21.6K	0.02%	436
2018 Q1	$13K	Hold	263	–	–	0.01%	427
2017 Q4	$13K	Buy	+263	New	+$13K	0.01%	424

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Kaizen Advisory's L Position: Q4 2018 in Review

Kaizen Advisory increased its Loews (L) stake by 14% in Q4 2018, buying an estimated $4.62K and bringing the position to 790 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #386.

Kaizen Advisory first reported a position in L in Q4 2017 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold L as of Q4 2018.

Kaizen Advisory held 790 shares of Loews worth $36K as of Q4 2018.
Kaizen Advisory bought 98 Loews shares in Q4 2018, an estimated $4.62K.
Loews made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #386 holding.
Kaizen Advisory first reported a position in Loews in Q4 2017 and has held it in 5 quarters since.
480 funds tracked by Wall St. Rank held Loews as of Q4 2018.

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