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Gladstone Institutional Advisory’s Kraft Heinz KHC Stock Holding History

Gladstone Institutional Advisory’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
2021
Q3 		– Sell
-16,129
Closed -$658K – 576
2021
Q2 		$658K Buy
+16,129
New +$679K 0.08% 248

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Gladstone Institutional Advisory's KHC Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Kraft Heinz (KHC) in Q3 2021, closing a stake of 16,129 shares — an estimated $658K sold.

Gladstone Institutional Advisory first reported a position in KHC in Q2 2021 and held it in 1 quarter. The position peaked at $658K in Q2 2021. 987 funds tracked by Wall St. Rank hold KHC as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Kraft Heinz position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 16,129 Kraft Heinz shares in Q3 2021, an estimated $658K.
  • Gladstone Institutional Advisory first reported a position in Kraft Heinz in Q2 2021 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Kraft Heinz position peaked at $658K in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.