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Arbor Wealth Management’s Kraft Heinz KHC Stock Holding History

Arbor Wealth 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
2019
Q3 		– Sell
-83,308
Closed -$2.59M – 126
2019
Q2 		$2.59M Buy
83,308
+816
+1% +$25.7K 1.4% 26
2019
Q1 		$2.69M Buy
82,492
+79,212
+2,415% +$3.23M 1.62% 26
2018
Q4 		$141K Buy
+3,280
New +$170K 0.12% 50

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arbor Wealth Management's KHC Position: Q3 2019 in Review

Arbor Wealth Management sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 83,308 shares — an estimated $2.59M sold.

Arbor Wealth Management first reported a position in KHC in Q4 2018 and held it in 3 quarters. The position peaked at $2.69M in Q1 2019. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

  • Arbor Wealth Management reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 83,308 Kraft Heinz shares in Q3 2019, an estimated $2.59M.
  • Arbor Wealth Management first reported a position in Kraft Heinz in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management's Kraft Heinz position peaked at $2.69M in Q1 2019.
  • 846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.