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Legacy Advisors’s Kraft Heinz KHC Stock Holding History

Legacy 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
Q3 		– Sell
-552
Closed -$17K – 220
2019
Q2 		$17K Sell
552
-21,114
-97% -$666K 0.01% 269
2019
Q1 		$708K Buy
+21,666
New +$883K 0.23% 83
2018
Q4 		– Sell
-727
Closed -$40K – 254
2018
Q3 		$40K Hold
727
– – 0.02% 251
2018
Q2 		$46K Buy
727
+281
+63% +$16.7K 0.03% 195
2018
Q1 		$27K Sell
446
-440
-50% -$31.5K 0.02% 193
2017
Q4 		$68K Buy
886
+358
+68% +$28.1K 0.07% 110
2017
Q3 		$40K Buy
528
+82
+18% +$6.86K 0.04% 118
2017
Q2 		$38K Hold
446
– – 0.05% 109
2017
Q1 		$40K Hold
446
– – 0.05% 101
2016
Q4 		$38K Buy
+446
New +$38.2K 0.05% 110

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Legacy Advisors's KHC Position: Q3 2019 in Review

Legacy Advisors sold out of Kraft Heinz (KHC) in Q3 2019, closing a stake of 552 shares — an estimated $17K sold.

Legacy Advisors first reported a position in KHC in Q4 2016 and held it in 10 quarters. The position peaked at $708K in Q1 2019. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

  • Legacy Advisors reported no remaining Kraft Heinz position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 552 Kraft Heinz shares in Q3 2019, an estimated $17K.
  • Legacy Advisors first reported a position in Kraft Heinz in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's Kraft Heinz position peaked at $708K in Q1 2019.
  • 846 funds tracked by Wall St. Rank held Kraft Heinz as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.