Kaizen Advisory’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$66K Buy
1,044
+159
+18% +$11.4K 0.05% 276
2018
Q3
$74K Hold
885
0.04% 269
2018
Q2
$82K Buy
885
+521
+143% +$51.7K 0.04% 258
2018
Q1
$36K Hold
364
0.04% 243
2017
Q4
$36K Buy
+364
New +$34.8K 0.02% 228

Other funds holding STT

Kaizen Advisory's STT Position: Q4 2018 in Review

Kaizen Advisory increased its State Street (STT) stake by 18% in Q4 2018, buying an estimated $11.4K and bringing the position to 1,044 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #276.

Kaizen Advisory first reported a position in STT in Q4 2017 and has held it in 5 quarters since. The position peaked at $82K in Q2 2018. 818 funds tracked by Wall St. Rank hold STT as of Q4 2018.

  • Kaizen Advisory held 1,044 shares of State Street worth $66K as of Q4 2018.
  • Kaizen Advisory bought 159 State Street shares in Q4 2018, an estimated $11.4K.
  • State Street made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #276 holding.
  • Kaizen Advisory first reported a position in State Street in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's State Street position peaked at $82K in Q2 2018.
  • 818 funds tracked by Wall St. Rank held State Street as of Q4 2018.

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