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Gargoyle Investment Advisor’s Kraft Heinz KHC Stock Holding History

Gargoyle Investment Advisor’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
-37,081
Closed -$2.33M – 104
2018
Q2 		$2.33M Buy
37,081
+6,387
+21% +$379K 1.29% 33
2018
Q1 		$1.91M Buy
30,694
+1,694
+6% +$121K 0.79% 56
2017
Q4 		$2.25M Buy
+29,000
New +$2.28M 0.9% 52

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

Gargoyle Investment Advisor's KHC Position: Q3 2018 in Review

Gargoyle Investment Advisor sold out of Kraft Heinz (KHC) in Q3 2018, closing a stake of 37,081 shares — an estimated $2.33M sold.

Gargoyle Investment Advisor first reported a position in KHC in Q4 2017 and held it in 3 quarters. The position peaked at $2.33M in Q2 2018. 1,156 funds tracked by Wall St. Rank hold KHC as of Q3 2018.

  • Gargoyle Investment Advisor reported no remaining Kraft Heinz position as of Q3 2018 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 37,081 Kraft Heinz shares in Q3 2018, an estimated $2.33M.
  • Gargoyle Investment Advisor first reported a position in Kraft Heinz in Q4 2017 and held it in 3 quarters.
  • Gargoyle Investment Advisor's Kraft Heinz position peaked at $2.33M in Q2 2018.
  • 1,156 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2018.

Based on Gargoyle Investment Advisor's 13F filing for Q3 2018, filed 14 Nov 2018.