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Kaizen Advisory’s IPG Photonics IPGP Stock Holding History

Kaizen Advisory’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$10K Sell
86
-18
-17% -$2.39K 0.01% 562
2018
Q3 		$16K Sell
104
-4,517
-98% -$838K 0.01% 541
2018
Q2 		$1.02M Buy
4,621
+3,497
+311% +$825K 0.52% 87
2018
Q1 		$262K Buy
+1,124
New +$277K 0.26% 78

Other funds holding IPGP

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Kaizen Advisory's IPGP Position: Q4 2018 in Review

Kaizen Advisory reduced its IPG Photonics (IPGP) stake by 17% in Q4 2018, selling an estimated $2.39K and leaving 86 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #562.

Kaizen Advisory first reported a position in IPGP in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.02M in Q2 2018. 438 funds tracked by Wall St. Rank hold IPGP as of Q4 2018.

  • Kaizen Advisory held 86 shares of IPG Photonics worth $10K as of Q4 2018.
  • Kaizen Advisory sold 18 IPG Photonics shares in Q4 2018, an estimated $2.39K.
  • IPG Photonics made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #562 holding.
  • Kaizen Advisory first reported a position in IPG Photonics in Q1 2018 and has held it in 4 quarters since.
  • Kaizen Advisory's IPG Photonics position peaked at $1.02M in Q2 2018.
  • 438 funds tracked by Wall St. Rank held IPG Photonics as of Q4 2018.

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