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Alerus Investment Advisors’s Kraft Heinz KHC Stock Holding History

Alerus Investment Advisors’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$954K Buy
12,143
+258
+2% +$19.3K 0.17% 92
2015
Q4 		$864K Buy
11,885
+1,594
+15% +$118K 0.14% 97
2015
Q3 		$726K Buy
+10,291
New +$777K 0.13% 96

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Alerus Investment Advisors's KHC Position: Q1 2016 in Review

Alerus Investment Advisors increased its Kraft Heinz (KHC) stake by 2.2% in Q1 2016, buying an estimated $19.3K and bringing the position to 12,143 shares worth $954K. The position accounts for 0.17% of the portfolio, ranked #92.

Alerus Investment Advisors first reported a position in KHC in Q3 2015 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold KHC as of Q1 2016.

  • Alerus Investment Advisors held 12,143 shares of Kraft Heinz worth $954K as of Q1 2016.
  • Alerus Investment Advisors bought 258 Kraft Heinz shares in Q1 2016, an estimated $19.3K.
  • Kraft Heinz made up 0.17% of Alerus Investment Advisors's portfolio in Q1 2016, its #92 holding.
  • Alerus Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and has held it in 3 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.