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Epstein & White Financial’s Kraft Heinz KHC Stock Holding History

Epstein & White Financial’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
-2,654
Closed -$203K – 100
2018
Q2 		$203K Buy
+2,654
New +$158K 0.15% 103

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

Epstein & White Financial's KHC Position: Q3 2018 in Review

Epstein & White Financial sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 2,654 shares — an estimated $203K sold.

Epstein & White Financial first reported a position in KHC in Q2 2018 and held it in 1 quarter. The position peaked at $203K in Q2 2018. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Epstein & White Financial reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,654 Kraft Heinz shares in Q3 2018, an estimated $203K.
  • Epstein & White Financial first reported a position in Kraft Heinz in Q2 2018 and held it in 1 quarter.
  • Epstein & White Financial's Kraft Heinz position peaked at $203K in Q2 2018.
  • 1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.