LWM
KHC icon

Lenox Wealth Management’s Kraft Heinz KHC Stock Holding History

Lenox 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
Q2 		$6K Buy
200
+100
+100% +$3K ﹤0.01% 511
2020
Q1 		$2K Hold
100
– – ﹤0.01% 610
2019
Q4 		$3K Sell
100
-15
-13% -$454 ﹤0.01% 603
2019
Q3 		$3K Buy
115
+100
+667% +$2.88K ﹤0.01% 595
2019
Q2 		$0 Hold
15
– – ﹤0.01% 695
2019
Q1 		$0 Hold
15
– – ﹤0.01% 695
2018
Q4 		$1K Buy
+15
New +$777 ﹤0.01% 611
2018
Q3 		– Sell
-154
Closed -$10K – 654
2018
Q2 		$10K Sell
154
-82
-35% -$4.87K ﹤0.01% 366
2018
Q1 		$14K Sell
236
-264
-53% -$18.9K ﹤0.01% 338
2017
Q4 		$39K Hold
500
– – 0.01% 233
2017
Q3 		$38K Sell
500
-207
-29% -$17.3K 0.01% 255
2017
Q2 		$61K Sell
707
-211
-23% -$19.1K 0.02% 192
2017
Q1 		$83K Sell
918
-909
-50% -$81.9K 0.06% 67
2016
Q4 		$160K Sell
1,827
-318
-15% -$27.2K 0.12% 38
2016
Q3 		$192K Buy
2,145
+200
+10% +$17.7K 0.15% 29
2016
Q2 		$172K Sell
1,945
-167
-8% -$13.7K 0.12% 39
2016
Q1 		$166K Buy
2,112
+185
+10% +$13.8K 0.12% 40
2015
Q4 		$140K Buy
+1,927
New +$142K 0.11% 48

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Lenox Wealth Management's KHC Position: Q2 2020 in Review

Lenox Wealth Management increased its Kraft Heinz (KHC) stake by 100% in Q2 2020, buying an estimated $3K and bringing the position to 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Lenox Wealth Management first reported a position in KHC in Q4 2015 and has held it in 18 quarters since. The position peaked at $192K in Q3 2016. 890 funds tracked by Wall St. Rank hold KHC as of Q2 2020.

  • Lenox Wealth Management held 200 shares of Kraft Heinz worth $6K as of Q2 2020.
  • Lenox Wealth Management bought 100 Kraft Heinz shares in Q2 2020, an estimated $3K.
  • Kraft Heinz made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #511 holding.
  • Lenox Wealth Management first reported a position in Kraft Heinz in Q4 2015 and has held it in 18 quarters since.
  • Lenox Wealth Management's Kraft Heinz position peaked at $192K in Q3 2016.
  • 890 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.