KA
PARA

Kaizen Advisory’s Paramount Global Class B PARA Stock Holding History

Kaizen Advisory’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$42K Buy
957
+161
+20% +$8.55K 0.03% 358
2018
Q3 		$46K Hold
796
– – 0.02% 350
2018
Q2 		$45K Buy
796
+445
+127% +$23.2K 0.02% 352
2018
Q1 		$18K Hold
351
– – 0.02% 356
2017
Q4 		$21K Buy
+351
New +$20.2K 0.01% 320

Other funds holding PARA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's PARA Position: Q4 2018 in Review

Kaizen Advisory increased its Paramount Global Class B (PARA) stake by 20% in Q4 2018, buying an estimated $8.55K and bringing the position to 957 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #358.

Kaizen Advisory first reported a position in PARA in Q4 2017 and has held it in 5 quarters since. The position peaked at $46K in Q3 2018. 691 funds tracked by Wall St. Rank hold PARA as of Q4 2018.

  • Kaizen Advisory held 957 shares of Paramount Global Class B worth $42K as of Q4 2018.
  • Kaizen Advisory bought 161 Paramount Global Class B shares in Q4 2018, an estimated $8.55K.
  • Paramount Global Class B made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #358 holding.
  • Kaizen Advisory first reported a position in Paramount Global Class B in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Paramount Global Class B position peaked at $46K in Q3 2018.
  • 691 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2018.

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