SFPIA
KHC icon

Stevens First Principles Investment Advisors’s Kraft Heinz KHC Stock Holding History

Stevens First Principles Investment 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
2019
Q1 		– Sell
-1,725
Closed -$74K – 159
2018
Q4 		$74K Hold
1,725
– – 0.05% 77
2018
Q3 		$95K Hold
1,725
– – 0.05% 83
2018
Q2 		$108K Buy
+1,725
New +$102K 0.07% 79
2016
Q1 		– Sell
-1,500
Closed -$109K – 164
2015
Q4 		$109K Hold
1,500
– – 0.09% 78
2015
Q3 		$106K Buy
+1,500
New +$113K 0.08% 92

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

Stevens First Principles Investment Advisors's KHC Position: Q1 2019 in Review

Stevens First Principles Investment Advisors sold out of Kraft Heinz (KHC) in Q1 2019, closing a stake of 1,725 shares — an estimated $74K sold.

Stevens First Principles Investment Advisors first reported a position in KHC in Q3 2015 and held it in 5 quarters. The position peaked at $109K in Q4 2015. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • Stevens First Principles Investment Advisors reported no remaining Kraft Heinz position as of Q1 2019 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,725 Kraft Heinz shares in Q1 2019, an estimated $74K.
  • Stevens First Principles Investment Advisors first reported a position in Kraft Heinz in Q3 2015 and held it in 5 quarters.
  • Stevens First Principles Investment Advisors's Kraft Heinz position peaked at $109K in Q4 2015.
  • 978 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.