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Squar Milner Financial Services’s Kraft Heinz KHC Stock Holding History

Squar Milner Financial Services’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 		– Sell
-19
Closed – – 473
2020
Q1 		$0 Hold
19
– – ﹤0.01% 825
2019
Q4 		$0 Buy
+19
New +$575 ﹤0.01% 843
2019
Q3 		– Sell
-19
Closed -$1K – 478
2019
Q2 		$1K Sell
19
-113
-86% -$3.56K ﹤0.01% 774
2019
Q1 		$4K Sell
132
-174
-57% -$7.09K ﹤0.01% 692
2018
Q4 		$13K Buy
306
+287
+1,511% +$14.9K 0.01% 444
2018
Q3 		$1K Sell
19
-104
-85% -$6.21K ﹤0.01% 742
2018
Q2 		$8K Buy
+123
New +$7.3K 0.01% 634

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

Squar Milner Financial Services's KHC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Kraft Heinz (KHC) in Q2 2020, closing a stake of 19 shares.

Squar Milner Financial Services first reported a position in KHC in Q2 2018 and held it in 7 quarters. The position peaked at $13K in Q4 2018. 891 funds tracked by Wall St. Rank hold KHC as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Kraft Heinz position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 19 Kraft Heinz shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Kraft Heinz in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Kraft Heinz position peaked at $13K in Q4 2018.
  • 891 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.