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Lake Point Wealth Management’s The Kraft Heinz Company 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Lake Point Wealth Management increased its The Kraft Heinz Company (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. 842 funds tracked by Wall St. Rank hold KHC as of Q1 2020.

  • Lake Point Wealth Management held 324 shares of The Kraft Heinz Company worth $8K as of Q1 2020.
  • Lake Point Wealth Management bought 229 The Kraft Heinz Company shares in Q1 2020, an estimated $6.28K.
  • The Kraft Heinz Company 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 The Kraft Heinz Company in Q4 2018 and has held it in 5 quarters since.
  • Lake Point Wealth Management's The Kraft Heinz Company position peaked at $136K in Q4 2018.
  • 842 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2020.

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