AIM
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Aspen Investment Management’s Kraft Heinz KHC Stock Holding History

Aspen Investment 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
Q3 		– Sell
-3,399
Closed -$214K – 149
2018
Q2 		$214K Sell
3,399
-84
-2% -$4.99K 0.15% 136
2018
Q1 		$217K Sell
3,483
-851
-20% -$60.9K 0.16% 132
2017
Q4 		$337K Hold
4,334
– – 0.24% 111
2017
Q3 		$336K Buy
4,334
+650
+18% +$54.4K 0.25% 104
2017
Q2 		$315K Hold
3,684
– – 0.24% 104
2017
Q1 		$335K Hold
3,684
– – 0.25% 98
2016
Q4 		$322K Hold
3,684
– – 0.24% 95
2016
Q3 		$330K Sell
3,684
-50
-1% -$4.42K 0.26% 85
2016
Q2 		$330K Buy
3,734
+332
+10% +$27.3K 0.27% 80
2016
Q1 		$267K Sell
3,402
-133
-4% -$9.95K 0.24% 95
2015
Q4 		$257K Sell
3,535
-148
-4% -$10.9K 0.26% 103
2015
Q3 		$260K Buy
+3,683
New +$278K 0.25% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspen Investment Management's KHC Position: Q3 2018 in Review

Aspen Investment Management sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 3,399 shares — an estimated $214K sold.

Aspen Investment Management first reported a position in KHC in Q3 2015 and held it in 12 quarters. The position peaked at $337K in Q4 2017. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Aspen Investment Management reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Aspen Investment Management sold 3,399 Kraft Heinz shares in Q3 2018, an estimated $214K.
  • Aspen Investment Management first reported a position in Kraft Heinz in Q3 2015 and held it in 12 quarters.
  • Aspen Investment Management's Kraft Heinz position peaked at $337K in Q4 2017.
  • 1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Aspen Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.