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Kaizen Advisory’s Zoetis ZTS Stock Holding History

Kaizen Advisory’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$111K Buy
1,295
+100
+8% +$9.01K 0.08% 212
2018
Q3 		$109K Sell
1,195
-13,973
-92% -$1.24M 0.06% 217
2018
Q2 		$1.29M Buy
15,168
+11,155
+278% +$942K 0.66% 24
2018
Q1 		$335K Buy
4,013
+3,536
+741% +$279K 0.33% 15
2017
Q4 		$34K Buy
+477
New +$32.8K 0.02% 243

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kaizen Advisory's ZTS Position: Q4 2018 in Review

Kaizen Advisory increased its Zoetis (ZTS) stake by 8.4% in Q4 2018, buying an estimated $9.01K and bringing the position to 1,295 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #212.

Kaizen Advisory first reported a position in ZTS in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.29M in Q2 2018. 1,028 funds tracked by Wall St. Rank hold ZTS as of Q4 2018.

  • Kaizen Advisory held 1,295 shares of Zoetis worth $111K as of Q4 2018.
  • Kaizen Advisory bought 100 Zoetis shares in Q4 2018, an estimated $9.01K.
  • Zoetis made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #212 holding.
  • Kaizen Advisory first reported a position in Zoetis in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Zoetis position peaked at $1.29M in Q2 2018.
  • 1,028 funds tracked by Wall St. Rank held Zoetis as of Q4 2018.

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