KA
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Kaizen Advisory’s TE Connectivity TEL Stock Holding History

Kaizen Advisory’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$68K Sell
901
-3
-0.3% -$231 0.05% 271
2018
Q3 		$79K Hold
904
– – 0.04% 263
2018
Q2 		$81K Buy
904
+561
+164% +$53.7K 0.04% 260
2018
Q1 		$34K Hold
343
– – 0.03% 252
2017
Q4 		$33K Buy
+343
New +$31.6K 0.02% 251

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kaizen Advisory's TEL Position: Q4 2018 in Review

Kaizen Advisory reduced its TE Connectivity (TEL) stake by 0.33% in Q4 2018, selling an estimated $231 and leaving 901 shares worth $68K. The position accounts for 0.05% of the portfolio, ranked #271.

Kaizen Advisory first reported a position in TEL in Q4 2017 and has held it in 5 quarters since. The position peaked at $81K in Q2 2018. 700 funds tracked by Wall St. Rank hold TEL as of Q4 2018.

  • Kaizen Advisory held 901 shares of TE Connectivity worth $68K as of Q4 2018.
  • Kaizen Advisory sold 3 TE Connectivity shares in Q4 2018, an estimated $231.
  • TE Connectivity made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #271 holding.
  • Kaizen Advisory first reported a position in TE Connectivity in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's TE Connectivity position peaked at $81K in Q2 2018.
  • 700 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2018.

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