Kaizen Advisory’s Aptiv APTV Stock Holding History

Kaizen Advisory’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$42K	Sell	679 -33	-5%	-$2.39K	0.03%	354
2018 Q3	$60K	Hold	712	–	–	0.03%	299
2018 Q2	$65K	Buy	712 +458	+180%	+$42.7K	0.03%	288
2018 Q1	$22K	Hold	254	–	–	0.02%	308
2017 Q4	$22K	Buy	+254	New	+$24.2K	0.01%	310

Other funds holding APTV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Kaizen Advisory's APTV Position: Q4 2018 in Review

Kaizen Advisory reduced its Aptiv (APTV) stake by 4.6% in Q4 2018, selling an estimated $2.39K and leaving 679 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #354.

Kaizen Advisory first reported a position in APTV in Q4 2017 and has held it in 5 quarters since. The position peaked at $65K in Q2 2018. 603 funds tracked by Wall St. Rank hold APTV as of Q4 2018.

Kaizen Advisory held 679 shares of Aptiv worth $42K as of Q4 2018.
Kaizen Advisory sold 33 Aptiv shares in Q4 2018, an estimated $2.39K.
Aptiv made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #354 holding.
Kaizen Advisory first reported a position in Aptiv in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Aptiv position peaked at $65K in Q2 2018.
603 funds tracked by Wall St. Rank held Aptiv as of Q4 2018.

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