Bridgeworth’s Kraft Heinz KHC Stock Holding History

Bridgeworth’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 Q1	–	Sell	-9,110	Closed	-$314K	–	153
2018 Q4	$314K	Buy	9,110 +1,713	+23%	+$88.7K	0.18%	82
2018 Q3	$331K	Buy	7,397 +1,283	+21%	+$76.7K	0.18%	83
2018 Q2	$384K	Buy	+6,114	New	+$363K	0.17%	86

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bridgeworth's KHC Position: Q1 2019 in Review

Bridgeworth sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 9,110 shares — an estimated $314K sold.

Bridgeworth first reported a position in KHC in Q2 2018 and held it in 3 quarters. The position peaked at $384K in Q2 2018. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

Bridgeworth reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
Bridgeworth sold 9,110 Kraft Heinz shares in Q1 2019, an estimated $314K.
Bridgeworth first reported a position in Kraft Heinz in Q2 2018 and held it in 3 quarters.
Bridgeworth's Kraft Heinz position peaked at $384K in Q2 2018.
977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Bridgeworth's 13F filing for Q1 2019, filed 24 Apr 2019.