Kaizen Advisory’s Pentair PNR Stock Holding History

Kaizen Advisory’s Portfolio PNR Stock Details PNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$17K	Buy	449 +52	+13%	+$2.1K	0.01%	530
2018 Q3	$17K	Hold	397	–	–	0.01%	538
2018 Q2	$17K	Buy	397 +166	+72%	+$7.46K	0.01%	553
2018 Q1	$11K	Hold	231	–	–	0.01%	466
2017 Q4	$11K	Buy	+231	New	+$10.8K	0.01%	466

Other funds holding PNR

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kaizen Advisory's PNR Position: Q4 2018 in Review

Kaizen Advisory increased its Pentair (PNR) stake by 13% in Q4 2018, buying an estimated $2.1K and bringing the position to 449 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #530.

Kaizen Advisory first reported a position in PNR in Q4 2017 and has held it in 5 quarters since. 496 funds tracked by Wall St. Rank hold PNR as of Q4 2018.

Kaizen Advisory held 449 shares of Pentair worth $17K as of Q4 2018.
Kaizen Advisory bought 52 Pentair shares in Q4 2018, an estimated $2.1K.
Pentair made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #530 holding.
Kaizen Advisory first reported a position in Pentair in Q4 2017 and has held it in 5 quarters since.
496 funds tracked by Wall St. Rank held Pentair as of Q4 2018.

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