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Kaizen Advisory’s News Corp Class B NWS Stock Holding History

Kaizen Advisory’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$5K Buy
463
+111
+32% +$1.45K ﹤0.01% 569
2018
Q3 		$5K Hold
352
– – ﹤0.01% 569
2018
Q2 		$6K Buy
352
+226
+179% +$3.63K ﹤0.01% 579
2018
Q1 		$2K Hold
126
– – ﹤0.01% 578
2017
Q4 		$2K Buy
+126
New +$1.92K ﹤0.01% 568

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Kaizen Advisory's NWS Position: Q4 2018 in Review

Kaizen Advisory increased its News Corp Class B (NWS) stake by 32% in Q4 2018, buying an estimated $1.45K and bringing the position to 463 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Kaizen Advisory first reported a position in NWS in Q4 2017 and has held it in 5 quarters since. The position peaked at $6K in Q2 2018. 196 funds tracked by Wall St. Rank hold NWS as of Q4 2018.

  • Kaizen Advisory held 463 shares of News Corp Class B worth $5K as of Q4 2018.
  • Kaizen Advisory bought 111 News Corp Class B shares in Q4 2018, an estimated $1.45K.
  • News Corp Class B made up ﹤0.01% of Kaizen Advisory's portfolio in Q4 2018, its #569 holding.
  • Kaizen Advisory first reported a position in News Corp Class B in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's News Corp Class B position peaked at $6K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2018.

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