Kaizen Advisory’s Coherent COHR Stock Holding History

Kaizen Advisory’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-29,325	Closed	-$4.1M	–	587
2017 Q4	$4.1M	Buy	+29,325	New	+$1.32M	2.45%	4

Other funds holding COHR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Kaizen Advisory's COHR Position: Q1 2018 in Review

Kaizen Advisory sold out of Coherent (COHR) in Q1 2018, closing a stake of 29,325 shares — an estimated $4.1M sold.

Kaizen Advisory first reported a position in COHR in Q4 2017 and held it in 1 quarter. The position peaked at $4.1M in Q4 2017. 233 funds tracked by Wall St. Rank hold COHR as of Q1 2018.

Kaizen Advisory reported no remaining Coherent position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 29,325 Coherent shares in Q1 2018, an estimated $4.1M.
Kaizen Advisory first reported a position in Coherent in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Coherent position peaked at $4.1M in Q4 2017.
233 funds tracked by Wall St. Rank held Coherent as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.