Kaizen Advisory’s Verizon VZ Stock Holding History

Kaizen Advisory’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$662K	Buy	11,777 +2,413	+26%	+$137K	0.46%	71
2018 Q3	$500K	Hold	9,364	–	–	0.26%	123
2018 Q2	$471K	Buy	9,364 +5,448	+139%	+$264K	0.24%	120
2018 Q1	$187K	Hold	3,916	–	–	0.18%	102
2017 Q4	$207K	Buy	+3,916	New	+$193K	0.12%	115

Other funds holding VZ

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's VZ Position: Q4 2018 in Review

Kaizen Advisory increased its Verizon (VZ) stake by 26% in Q4 2018, buying an estimated $137K and bringing the position to 11,777 shares worth $662K. The position accounts for 0.46% of the portfolio, ranked #71.

Kaizen Advisory first reported a position in VZ in Q4 2017 and has held it in 5 quarters since. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

Kaizen Advisory held 11,777 shares of Verizon worth $662K as of Q4 2018.
Kaizen Advisory bought 2,413 Verizon shares in Q4 2018, an estimated $137K.
Verizon made up 0.46% of Kaizen Advisory's portfolio in Q4 2018, its #71 holding.
Kaizen Advisory first reported a position in Verizon in Q4 2017 and has held it in 5 quarters since.
2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

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