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Kaizen Advisory’s News Corp Class A NWSA Stock Holding History

Kaizen Advisory’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$11K Sell
953
-121
-11% -$1.55K 0.01% 556
2018
Q3 		$14K Hold
1,074
– – 0.01% 554
2018
Q2 		$17K Buy
1,074
+683
+175% +$10.8K 0.01% 551
2018
Q1 		$6K Hold
391
– – 0.01% 553
2017
Q4 		$6K Buy
+391
New +$5.85K ﹤0.01% 547

Other funds holding NWSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kaizen Advisory's NWSA Position: Q4 2018 in Review

Kaizen Advisory reduced its News Corp Class A (NWSA) stake by 11% in Q4 2018, selling an estimated $1.55K and leaving 953 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #556.

Kaizen Advisory first reported a position in NWSA in Q4 2017 and has held it in 5 quarters since. The position peaked at $17K in Q2 2018. 378 funds tracked by Wall St. Rank hold NWSA as of Q4 2018.

  • Kaizen Advisory held 953 shares of News Corp Class A worth $11K as of Q4 2018.
  • Kaizen Advisory sold 121 News Corp Class A shares in Q4 2018, an estimated $1.55K.
  • News Corp Class A made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #556 holding.
  • Kaizen Advisory first reported a position in News Corp Class A in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's News Corp Class A position peaked at $17K in Q2 2018.
  • 378 funds tracked by Wall St. Rank held News Corp Class A as of Q4 2018.

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