SGI
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Summit Global Investments’s Kraft Heinz KHC Stock Holding History

Summit Global 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
2024
Q1 		– Sell
-20,338
Closed -$752K – 553
2023
Q4 		$752K Sell
20,338
-5,968
-23% -$203K 0.05% 271
2023
Q3 		$885K Sell
26,306
-49,962
-66% -$1.73M 0.06% 247
2023
Q2 		$2.71M Buy
76,268
+29,609
+63% +$1.14M 0.18% 118
2023
Q1 		$1.8M Sell
46,659
-355,536
-88% -$14.1M 0.14% 146
2022
Q4 		$16.4M Buy
402,195
+50,202
+14% +$1.91M 1.38% 15
2022
Q3 		$11.7M Sell
351,993
-29,901
-8% -$1.11M 1.09% 17
2022
Q2 		$14.6M Sell
381,894
-3,374
-0.9% -$135K 1.28% 16
2022
Q1 		$15.2M Buy
+385,268
New +$14.4M 1.12% 19
2018
Q1 		– Sell
-7,282
Closed -$566K – 298
2017
Q4 		$566K Sell
7,282
-5,408
-43% -$425K 0.09% 171
2017
Q3 		$984K Buy
12,690
+6,761
+114% +$565K 0.15% 89
2017
Q2 		$508K Buy
+5,929
New +$538K 0.15% 151

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return