Kaizen Advisory’s Amphenol APH Stock Holding History

Kaizen Advisory’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$63K	Buy	3,128 +44	+1%	+$945	0.04%	282
2018 Q3	$72K	Hold	3,084	–	–	0.04%	274
2018 Q2	$67K	Buy	3,084 +1,908	+162%	+$41.5K	0.03%	283
2018 Q1	$25K	Sell	1,176 -52,540	-98%	-$1.18M	0.02%	290
2017 Q4	$1.18M	Buy	+53,716	New	+$1.18M	0.7%	59

Other funds holding APH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kaizen Advisory's APH Position: Q4 2018 in Review

Kaizen Advisory increased its Amphenol (APH) stake by 1.4% in Q4 2018, buying an estimated $945 and bringing the position to 3,128 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #282.

Kaizen Advisory first reported a position in APH in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2017. 654 funds tracked by Wall St. Rank hold APH as of Q4 2018.

Kaizen Advisory held 3,128 shares of Amphenol worth $63K as of Q4 2018.
Kaizen Advisory bought 44 Amphenol shares in Q4 2018, an estimated $945.
Amphenol made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #282 holding.
Kaizen Advisory first reported a position in Amphenol in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Amphenol position peaked at $1.18M in Q4 2017.
654 funds tracked by Wall St. Rank held Amphenol as of Q4 2018.

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