Kaizen Advisory’s SunTrust Banks, Inc. STI Stock Holding History

Kaizen Advisory’s Portfolio STI Stock Details STI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$62K	Buy	1,223 +34	+3%	+$2.04K	0.04%	287
2018 Q3	$79K	Hold	1,189	–	–	0.04%	264
2018 Q2	$78K	Buy	1,189 +728	+158%	+$49.5K	0.04%	270
2018 Q1	$31K	Hold	461	–	–	0.03%	269
2017 Q4	$30K	Buy	+461	New	+$28.1K	0.02%	262

Other funds holding STI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kaizen Advisory's STI Position: Q4 2018 in Review

Kaizen Advisory increased its SunTrust Banks, Inc. (STI) stake by 2.9% in Q4 2018, buying an estimated $2.04K and bringing the position to 1,223 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #287.

Kaizen Advisory first reported a position in STI in Q4 2017 and has held it in 5 quarters since. The position peaked at $79K in Q3 2018. 889 funds tracked by Wall St. Rank hold STI as of Q4 2018.

Kaizen Advisory held 1,223 shares of SunTrust Banks, Inc. worth $62K as of Q4 2018.
Kaizen Advisory bought 34 SunTrust Banks, Inc. shares in Q4 2018, an estimated $2.04K.
SunTrust Banks, Inc. made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #287 holding.
Kaizen Advisory first reported a position in SunTrust Banks, Inc. in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's SunTrust Banks, Inc. position peaked at $79K in Q3 2018.
889 funds tracked by Wall St. Rank held SunTrust Banks, Inc. as of Q4 2018.

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