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Kaizen Advisory’s Snap-on SNA Stock Holding History

Kaizen Advisory’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$23K Buy
155
+17
+12% +$2.69K 0.02% 490
2018
Q3 		$25K Sell
138
-6,930
-98% -$1.21M 0.01% 487
2018
Q2 		$1.14M Buy
7,068
+6,650
+1,591% +$1.01M 0.58% 54
2018
Q1 		$62K Sell
418
-6,589
-94% -$1.08M 0.06% 166
2017
Q4 		$1.22M Buy
+7,007
New +$1.13M 0.73% 50

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Kaizen Advisory's SNA Position: Q4 2018 in Review

Kaizen Advisory increased its Snap-on (SNA) stake by 12% in Q4 2018, buying an estimated $2.69K and bringing the position to 155 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #490.

Kaizen Advisory first reported a position in SNA in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2017. 587 funds tracked by Wall St. Rank hold SNA as of Q4 2018.

  • Kaizen Advisory held 155 shares of Snap-on worth $23K as of Q4 2018.
  • Kaizen Advisory bought 17 Snap-on shares in Q4 2018, an estimated $2.69K.
  • Snap-on made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #490 holding.
  • Kaizen Advisory first reported a position in Snap-on in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Snap-on position peaked at $1.22M in Q4 2017.
  • 587 funds tracked by Wall St. Rank held Snap-on as of Q4 2018.

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