Kaizen Advisory’s Spirit Airlines, Inc. SAVE Stock Holding History

Kaizen Advisory’s Portfolio SAVE Stock Details SAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-27,873	Closed	-$1.25M	–	622
2017 Q4	$1.25M	Buy	+27,873	New	+$1.07M	0.75%	40

Other funds holding SAVE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kaizen Advisory's SAVE Position: Q1 2018 in Review

Kaizen Advisory sold out of Spirit Airlines, Inc. (SAVE) in Q1 2018, closing a stake of 27,873 shares — an estimated $1.25M sold.

Kaizen Advisory first reported a position in SAVE in Q4 2017 and held it in 1 quarter. The position peaked at $1.25M in Q4 2017. 230 funds tracked by Wall St. Rank hold SAVE as of Q1 2018.

Kaizen Advisory reported no remaining Spirit Airlines, Inc. position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 27,873 Spirit Airlines, Inc. shares in Q1 2018, an estimated $1.25M.
Kaizen Advisory first reported a position in Spirit Airlines, Inc. in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Spirit Airlines, Inc. position peaked at $1.25M in Q4 2017.
230 funds tracked by Wall St. Rank held Spirit Airlines, Inc. as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.