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Sage Mountain Advisors’s The Kraft Heinz Company KHC Stock Holding History

Sage Mountain Advisors’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
2023
Q2 		– Sell
-5,520
Closed -$213K – 367
2023
Q1 		$213K Buy
+5,520
New +$219K 0.03% 220

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sage Mountain Advisors's KHC Position: Q2 2023 in Review

Sage Mountain Advisors sold out of The Kraft Heinz Company (KHC) in Q2 2023, closing a stake of 5,520 shares — an estimated $213K sold.

Sage Mountain Advisors first reported a position in KHC in Q1 2023 and held it in 1 quarter. The position peaked at $213K in Q1 2023. 1,163 funds tracked by Wall St. Rank hold KHC as of Q2 2023.

  • Sage Mountain Advisors reported no remaining The Kraft Heinz Company position as of Q2 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,520 The Kraft Heinz Company shares in Q2 2023, an estimated $213K.
  • Sage Mountain Advisors first reported a position in The Kraft Heinz Company in Q1 2023 and held it in 1 quarter.
  • Sage Mountain Advisors's The Kraft Heinz Company position peaked at $213K in Q1 2023.
  • 1,163 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2023.

Based on Sage Mountain Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.