Kaizen Advisory’s NVIDIA NVDA Stock Holding History

Kaizen Advisory’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$681K	Sell	204,040 -26,320	-11%	-$126K	0.47%	61
2018 Q3	$1.62M	Sell	230,360 -15,680	-6%	-$102K	0.84%	6
2018 Q2	$1.46M	Buy	246,040 +210,000	+583%	+$1.28M	0.74%	16
2018 Q1	$209K	Sell	36,040 -241,160	-87%	-$1.42M	0.21%	95
2017 Q4	$1.34M	Buy	+277,200	New	+$1.38M	0.8%	31

Other funds holding NVDA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Kaizen Advisory's NVDA Position: Q4 2018 in Review

Kaizen Advisory reduced its NVIDIA (NVDA) stake by 11% in Q4 2018, selling an estimated $126K and leaving 204,040 shares worth $681K. The position accounts for 0.47% of the portfolio, ranked #61.

Kaizen Advisory first reported a position in NVDA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2018. 1,301 funds tracked by Wall St. Rank hold NVDA as of Q4 2018.

Kaizen Advisory held 204,040 shares of NVIDIA worth $681K as of Q4 2018.
Kaizen Advisory sold 26,320 NVIDIA shares in Q4 2018, an estimated $126K.
NVIDIA made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #61 holding.
Kaizen Advisory first reported a position in NVIDIA in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's NVIDIA position peaked at $1.62M in Q3 2018.
1,301 funds tracked by Wall St. Rank held NVIDIA as of Q4 2018.

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