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Aperio Group’s Kraft Heinz KHC Stock Holding History

Aperio Group’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
2020
Q4 		$16.7M Sell
481,177
-71,413
-13% -$2.32M 0.05% 372
2020
Q3 		$16.6M Sell
552,590
-32,925
-6% -$1.1M 0.06% 329
2020
Q2 		$18.7M Buy
585,515
+128,249
+28% +$3.85M 0.07% 271
2020
Q1 		$11.3M Buy
457,266
+64,639
+16% +$1.77M 0.05% 375
2019
Q4 		$12.6M Buy
392,627
+89,736
+30% +$2.72M 0.05% 432
2019
Q3 		$8.46M Sell
302,891
-235,818
-44% -$6.79M 0.03% 530
2019
Q2 		$16.7M Buy
538,709
+150,505
+39% +$4.75M 0.07% 320
2019
Q1 		$12.7M Buy
388,204
+52,387
+16% +$2.13M 0.05% 375
2018
Q4 		$14.5M Buy
335,817
+9,522
+3% +$493K 0.07% 297
2018
Q3 		$18M Sell
326,295
-37,243
-10% -$2.23M 0.08% 284
2018
Q2 		$22.8M Sell
363,538
-2,235
-0.6% -$133K 0.11% 205
2018
Q1 		$22.8M Buy
365,773
+80,536
+28% +$5.77M 0.11% 208
2017
Q4 		$22.2M Buy
285,237
+8,585
+3% +$674K 0.11% 216
2017
Q3 		$21.5M Buy
276,652
+7,787
+3% +$651K 0.12% 201
2017
Q2 		$23M Buy
268,865
+24,153
+10% +$2.19M 0.14% 170
2017
Q1 		$22.2M Buy
244,712
+12,903
+6% +$1.16M 0.15% 152
2016
Q4 		$20.2M Sell
231,809
-35,022
-13% -$3M 0.15% 149
2016
Q3 		$23.9M Buy
266,831
+13,501
+5% +$1.19M 0.17% 137
2016
Q2 		$22.4M Buy
253,330
+2,844
+1% +$234K 0.18% 138
2016
Q1 		$19.7M Buy
250,486
+25,948
+12% +$1.94M 0.17% 144
2015
Q4 		$16.3M Buy
224,538
+3,180
+1% +$235K 0.15% 170
2015
Q3 		$15.6M Buy
+221,358
New +$16.7M 0.16% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aperio Group's KHC Position: Q4 2020 in Review

Aperio Group reduced its Kraft Heinz (KHC) stake by 13% in Q4 2020, selling an estimated $2.32M and leaving 481,177 shares worth $16.7M. The position accounts for 0.05% of the portfolio, ranked #372.

Aperio Group first reported a position in KHC in Q3 2015 and has held it in 22 quarters since. The position peaked at $23.9M in Q3 2016. 983 funds tracked by Wall St. Rank hold KHC as of Q4 2020.

  • Aperio Group held 481,177 shares of Kraft Heinz worth $16.7M as of Q4 2020.
  • Aperio Group sold 71,413 Kraft Heinz shares in Q4 2020, an estimated $2.32M.
  • Kraft Heinz made up 0.05% of Aperio Group's portfolio in Q4 2020, its #372 holding.
  • Aperio Group first reported a position in Kraft Heinz in Q3 2015 and has held it in 22 quarters since.
  • Aperio Group's Kraft Heinz position peaked at $23.9M in Q3 2016.
  • 983 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.