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Northstar Wealth Partners’s Kraft Heinz KHC Stock Holding History

Northstar Wealth Partners’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
-39,259
Closed -$1.69M – 181
2018
Q4 		$1.69M Sell
39,259
-6,926
-15% -$359K 0.89% 37
2018
Q3 		$2.54M Buy
46,185
+7,229
+19% +$432K 1.22% 24
2018
Q2 		$2.45M Buy
38,956
+11,242
+41% +$667K 1.22% 21
2018
Q1 		$1.73M Buy
27,714
+24,484
+758% +$1.75M 0.88% 33
2017
Q4 		$253K Buy
3,230
+90
+3% +$7.07K 0.22% 109
2017
Q3 		$242K Sell
3,140
-1,096
-26% -$91.7K 0.24% 108
2017
Q2 		$350K Sell
4,236
-300
-7% -$27.2K 0.32% 93
2017
Q1 		$415K Buy
+4,536
New +$409K 0.39% 80

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

Northstar Wealth Partners's KHC Position: Q1 2019 in Review

Northstar Wealth Partners sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 39,259 shares — an estimated $1.69M sold.

Northstar Wealth Partners first reported a position in KHC in Q1 2017 and held it in 8 quarters. The position peaked at $2.54M in Q3 2018. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Northstar Wealth Partners reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Northstar Wealth Partners sold 39,259 Kraft Heinz shares in Q1 2019, an estimated $1.69M.
  • Northstar Wealth Partners first reported a position in Kraft Heinz in Q1 2017 and held it in 8 quarters.
  • Northstar Wealth Partners's Kraft Heinz position peaked at $2.54M in Q3 2018.
  • 978 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Northstar Wealth Partners's 13F filing for Q1 2019, filed 13 May 2019.