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Andesa Financial Management’s Kraft Heinz KHC Stock Holding History

Andesa Financial Management’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
2018
Q4 		– Sell
-15,050
Closed -$832K – 103
2018
Q3 		$832K Buy
15,050
+933
+7% +$55.8K 1.28% 33
2018
Q2 		$886K Buy
14,117
+1,212
+9% +$71.9K 1.43% 30
2018
Q1 		$803K Sell
12,905
-3,625
-22% -$260K 1.33% 32
2017
Q4 		$1.28M Buy
+16,530
New +$1.3M 1.9% 21

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Andesa Financial Management's KHC Position: Q4 2018 in Review

Andesa Financial Management sold out of Kraft Heinz (KHC) in Q4 2018, closing a stake of 15,050 shares — an estimated $832K sold.

Andesa Financial Management first reported a position in KHC in Q4 2017 and held it in 4 quarters. The position peaked at $1.28M in Q4 2017. 1,127 funds tracked by Wall St. Rank hold KHC as of Q4 2018.

  • Andesa Financial Management reported no remaining Kraft Heinz position as of Q4 2018 after selling out during the quarter.
  • Andesa Financial Management sold 15,050 Kraft Heinz shares in Q4 2018, an estimated $832K.
  • Andesa Financial Management first reported a position in Kraft Heinz in Q4 2017 and held it in 4 quarters.
  • Andesa Financial Management's Kraft Heinz position peaked at $1.28M in Q4 2017.
  • 1,127 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.