Kaizen Advisory’s Walgreens Boots Alliance WBA Stock Holding History

Kaizen Advisory’s Portfolio WBA Stock Details WBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$158K	Buy	2,316 +391	+20%	+$30.3K	0.11%	179
2018 Q3	$140K	Hold	1,925	–	–	0.07%	193
2018 Q2	$116K	Buy	1,925 +1,083	+129%	+$69.7K	0.06%	209
2018 Q1	$55K	Hold	842	–	–	0.05%	189
2017 Q4	$61K	Buy	+842	New	+$59.3K	0.04%	174

Other funds holding WBA

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Kaizen Advisory's WBA Position: Q4 2018 in Review

Kaizen Advisory increased its Walgreens Boots Alliance (WBA) stake by 20% in Q4 2018, buying an estimated $30.3K and bringing the position to 2,316 shares worth $158K. The position accounts for 0.11% of the portfolio, ranked #179.

Kaizen Advisory first reported a position in WBA in Q4 2017 and has held it in 5 quarters since. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

Kaizen Advisory held 2,316 shares of Walgreens Boots Alliance worth $158K as of Q4 2018.
Kaizen Advisory bought 391 Walgreens Boots Alliance shares in Q4 2018, an estimated $30.3K.
Walgreens Boots Alliance made up 0.11% of Kaizen Advisory's portfolio in Q4 2018, its #179 holding.
Kaizen Advisory first reported a position in Walgreens Boots Alliance in Q4 2017 and has held it in 5 quarters since.
1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

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