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Kaizen Advisory’s Xerox XRX Stock Holding History

Kaizen Advisory’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$14K Buy
695
+242
+53% +$6.21K 0.01% 546
2018
Q3 		$12K Hold
453
– – 0.01% 560
2018
Q2 		$11K Buy
453
+238
+111% +$6.73K 0.01% 575
2018
Q1 		$6K Hold
215
– – 0.01% 554
2017
Q4 		$6K Buy
+215
New +$6.53K ﹤0.01% 548

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kaizen Advisory's XRX Position: Q4 2018 in Review

Kaizen Advisory increased its Xerox (XRX) stake by 53% in Q4 2018, buying an estimated $6.21K and bringing the position to 695 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #546.

Kaizen Advisory first reported a position in XRX in Q4 2017 and has held it in 5 quarters since. 466 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Kaizen Advisory held 695 shares of Xerox worth $14K as of Q4 2018.
  • Kaizen Advisory bought 242 Xerox shares in Q4 2018, an estimated $6.21K.
  • Xerox made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #546 holding.
  • Kaizen Advisory first reported a position in Xerox in Q4 2017 and has held it in 5 quarters since.
  • 466 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

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