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Kaizen Advisory’s Motorola Solutions MSI Stock Holding History

Kaizen Advisory’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$49K Buy
430
+44
+11% +$5.46K 0.03% 331
2018
Q3 		$50K Hold
386
– – 0.03% 335
2018
Q2 		$45K Buy
386
+226
+141% +$24.9K 0.02% 351
2018
Q1 		$17K Hold
160
– – 0.02% 365
2017
Q4 		$14K Buy
+160
New +$14.6K 0.01% 398

Other funds holding MSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Kaizen Advisory's MSI Position: Q4 2018 in Review

Kaizen Advisory increased its Motorola Solutions (MSI) stake by 11% in Q4 2018, buying an estimated $5.46K and bringing the position to 430 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #331.

Kaizen Advisory first reported a position in MSI in Q4 2017 and has held it in 5 quarters since. The position peaked at $50K in Q3 2018. 671 funds tracked by Wall St. Rank hold MSI as of Q4 2018.

  • Kaizen Advisory held 430 shares of Motorola Solutions worth $49K as of Q4 2018.
  • Kaizen Advisory bought 44 Motorola Solutions shares in Q4 2018, an estimated $5.46K.
  • Motorola Solutions made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #331 holding.
  • Kaizen Advisory first reported a position in Motorola Solutions in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Motorola Solutions position peaked at $50K in Q3 2018.
  • 671 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2018.

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