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Lourd Capital’s Kraft Heinz KHC Stock Holding History

Lourd Capital’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
Q1 		– Sell
-9,428
Closed -$406K – 211
2018
Q4 		$406K Sell
9,428
-143
-1% -$7.41K 0.03% 145
2018
Q3 		$527K Buy
+9,571
New +$572K 0.03% 124
2018
Q1 		– Sell
-9,845
Closed -$766K – 222
2017
Q4 		$766K Buy
+9,845
New +$773K 0.05% 94
2016
Q3 		– Sell
-3,347
Closed -$296K – 97
2016
Q2 		$296K Sell
3,347
-11
-0.3% -$905 0.08% 84
2016
Q1 		$264K Sell
3,358
-164
-5% -$12.3K 0.03% 95
2015
Q4 		$256K Buy
+3,522
New +$260K 0.03% 101

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lourd Capital's KHC Position: Q1 2019 in Review

Lourd Capital sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 9,428 shares — an estimated $406K sold.

Lourd Capital first reported a position in KHC in Q4 2015 and held it in 6 quarters. The position peaked at $766K in Q4 2017. 977 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Lourd Capital reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 9,428 Kraft Heinz shares in Q1 2019, an estimated $406K.
  • Lourd Capital first reported a position in Kraft Heinz in Q4 2015 and held it in 6 quarters.
  • Lourd Capital's Kraft Heinz position peaked at $766K in Q4 2017.
  • 977 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.