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Gerstein Fisher’s The Kraft Heinz Company KHC Stock Holding History

Gerstein Fisher’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
2016
Q3 		$692K Buy
7,726
+213
+3% +$18.8K 0.09% 200
2016
Q2 		$665K Buy
7,513
+1,100
+17% +$90.5K 0.09% 190
2016
Q1 		$504K Sell
6,413
-5
-0.1% -$374 0.07% 224
2015
Q4 		$467K Sell
6,418
-1,183
-16% -$87.3K 0.07% 234
2015
Q3 		$536K Buy
+7,601
New +$574K 0.08% 219

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Gerstein Fisher's KHC Position: Q3 2016 in Review

Gerstein Fisher increased its The Kraft Heinz Company (KHC) stake by 2.8% in Q3 2016, buying an estimated $18.8K and bringing the position to 7,726 shares worth $692K. The position accounts for 0.09% of the portfolio, ranked #200.

Gerstein Fisher first reported a position in KHC in Q3 2015 and has held it in 5 quarters since. 1,127 funds tracked by Wall St. Rank hold KHC as of Q3 2016.

  • Gerstein Fisher held 7,726 shares of The Kraft Heinz Company worth $692K as of Q3 2016.
  • Gerstein Fisher bought 213 The Kraft Heinz Company shares in Q3 2016, an estimated $18.8K.
  • The Kraft Heinz Company made up 0.09% of Gerstein Fisher's portfolio in Q3 2016, its #200 holding.
  • Gerstein Fisher first reported a position in The Kraft Heinz Company in Q3 2015 and has held it in 5 quarters since.
  • 1,127 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.