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Sun Life Financial’s The Kraft Heinz Company KHC Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-8,020
Closed -$321K – 299
2021
Q1 		$321K Buy
8,020
+1,555
+24% +$56K 0.03% 87
2020
Q4 		$224K Sell
6,465
-10,459
-62% -$340K 0.03% 108
2020
Q3 		$507K Buy
16,924
+16,553
+4,462% +$551K 0.08% 81
2020
Q2 		$12K Buy
371
+14
+4% +$420 ﹤0.01% 278
2020
Q1 		$9K Sell
357
-5
-1% -$137 ﹤0.01% 283
2019
Q4 		$12K Sell
362
-146
-29% -$4.42K ﹤0.01% 290
2019
Q3 		$14K Sell
508
-15,200
-97% -$437K ﹤0.01% 454
2019
Q2 		$488K Sell
15,708
-17,570
-53% -$554K 0.12% 104
2019
Q1 		$1.09M Buy
33,278
+10,670
+47% +$435K 0.24% 63
2018
Q4 		$973K Sell
22,608
-1,170
-5% -$60.6K 0.21% 70
2018
Q3 		$1.31M Buy
23,778
+7,065
+42% +$422K 0.24% 67
2018
Q2 		$1.05M Buy
16,713
+15,613
+1,419% +$927K 0.15% 87
2018
Q1 		$17.7K Sell
1,100
-208
-16% -$14.9K 0.16% 77
2017
Q4 		$102K Sell
1,308
-3,072
-70% -$241K 0.01% 194
2017
Q3 		$340K Buy
4,380
+24
+0.6% +$2.01K 0.03% 171
2017
Q2 		$373K Buy
4,356
+4,327
+14,921% +$392K 0.04% 152
2017
Q1 		$322 Buy
+29
New +$2.61K ﹤0.01% 212

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sun Life Financial's KHC Position: Q2 2021 in Review

Sun Life Financial sold out of The Kraft Heinz Company (KHC) in Q2 2021, closing a stake of 8,020 shares — an estimated $321K sold.

Sun Life Financial first reported a position in KHC in Q1 2017 and held it in 17 quarters. The position peaked at $1.31M in Q3 2018. 1,027 funds tracked by Wall St. Rank hold KHC as of Q2 2021.

  • Sun Life Financial reported no remaining The Kraft Heinz Company position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 8,020 The Kraft Heinz Company shares in Q2 2021, an estimated $321K.
  • Sun Life Financial first reported a position in The Kraft Heinz Company in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's The Kraft Heinz Company position peaked at $1.31M in Q3 2018.
  • 1,027 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.