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Lehman Financial Resources’s Kraft Heinz KHC Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-300
Closed -$21K – 207
2015
Q3 		$21K Buy
+300
New +$22.6K 0.01% 241

Other funds holding KHC

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lehman Financial Resources's KHC Position: Q4 2015 in Review

Lehman Financial Resources sold out of Kraft Heinz (KHC) in Q4 2015, closing a stake of 300 shares — an estimated $21K sold.

Lehman Financial Resources first reported a position in KHC in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 1,049 funds tracked by Wall St. Rank hold KHC as of Q4 2015.

  • Lehman Financial Resources reported no remaining Kraft Heinz position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 300 Kraft Heinz shares in Q4 2015, an estimated $21K.
  • Lehman Financial Resources first reported a position in Kraft Heinz in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Kraft Heinz position peaked at $21K in Q3 2015.
  • 1,049 funds tracked by Wall St. Rank held Kraft Heinz as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.