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Oak Ridge Investments’s Kraft Heinz KHC Stock Holding History

Oak Ridge Investments’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
Q2 		– Sell
-6,574
Closed -$215K – 174
2019
Q1 		$215K Hold
6,574
– – 0.01% 168
2018
Q4 		$283K Sell
6,574
-244
-4% -$12.6K 0.02% 167
2018
Q3 		$376K Buy
6,818
+230
+3% +$13.7K 0.02% 161
2018
Q2 		$414K Buy
6,588
+382
+6% +$22.7K 0.02% 153
2018
Q1 		$387K Sell
6,206
-57
-0.9% -$4.08K 0.02% 156
2017
Q4 		$487K Buy
+6,263
New +$492K 0.02% 156

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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

Oak Ridge Investments's KHC Position: Q2 2019 in Review

Oak Ridge Investments sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 6,574 shares — an estimated $215K sold.

Oak Ridge Investments first reported a position in KHC in Q4 2017 and held it in 6 quarters. The position peaked at $487K in Q4 2017. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

  • Oak Ridge Investments reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
  • Oak Ridge Investments sold 6,574 Kraft Heinz shares in Q2 2019, an estimated $215K.
  • Oak Ridge Investments first reported a position in Kraft Heinz in Q4 2017 and held it in 6 quarters.
  • Oak Ridge Investments's Kraft Heinz position peaked at $487K in Q4 2017.
  • 931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on Oak Ridge Investments's 13F filing for Q2 2019, filed 14 Aug 2019.