Lake Point Wealth Management’s Kraft Heinz KHC Stock Holding History

Lake Point Wealth Management’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
2020 Q1	$8K	Buy	324 +229	+241%	+$6.28K	0.01%	124
2019 Q4	$3K	Buy	+95	New	+$2.88K	﹤0.01%	433
2019 Q2	$3K	Hold	95	–	–	﹤0.01%	486
2019 Q1	$3K	Sell	95 -3,061	-97%	-$125K	﹤0.01%	486
2018 Q4	$136K	Buy	+3,156	New	+$163K	0.05%	187

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Point Wealth Management's KHC Position: Q1 2020 in Review

Lake Point Wealth Management increased its Kraft Heinz (KHC) stake by 241% in Q1 2020, buying an estimated $6.28K and bringing the position to 324 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #124.

Lake Point Wealth Management first reported a position in KHC in Q4 2018 and has held it in 5 quarters since. The position peaked at $136K in Q4 2018. 841 funds tracked by Wall St. Rank hold KHC as of Q1 2020.

Lake Point Wealth Management held 324 shares of Kraft Heinz worth $8K as of Q1 2020.
Lake Point Wealth Management bought 229 Kraft Heinz shares in Q1 2020, an estimated $6.28K.
Kraft Heinz made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #124 holding.
Lake Point Wealth Management first reported a position in Kraft Heinz in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's Kraft Heinz position peaked at $136K in Q4 2018.
841 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.