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JOYN Advisors’s Kraft Heinz KHC Stock Holding History

JOYN Advisors’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
-838
Closed -$36K – 787
2018
Q4 		$36K Sell
838
-2,274
-73% -$118K 0.01% 450
2018
Q3 		$171K Buy
3,112
+625
+25% +$37.3K 0.03% 153
2018
Q2 		$156K Sell
2,487
-3,521
-59% -$209K 0.03% 162
2018
Q1 		$374K Sell
6,008
-1,557
-21% -$111K 0.08% 83
2017
Q4 		$588K Buy
+7,565
New +$594K 0.13% 71

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JOYN Advisors's KHC Position: Q1 2019 in Review

JOYN Advisors sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 838 shares — an estimated $36K sold.

JOYN Advisors first reported a position in KHC in Q4 2017 and held it in 5 quarters. The position peaked at $588K in Q4 2017. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • JOYN Advisors reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 838 Kraft Heinz shares in Q1 2019, an estimated $36K.
  • JOYN Advisors first reported a position in Kraft Heinz in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Kraft Heinz position peaked at $588K in Q4 2017.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.