Univest Financial’s Kraft Heinz KHC Stock Holding History

Univest 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
2019 Q2	–	Sell	-6,508	Closed	-$212K	–	110
2019 Q1	$212K	Sell	6,508 -18,044	-73%	-$735K	0.07%	109
2018 Q4	$1.06M	Sell	24,552 -18,649	-43%	-$966K	0.39%	61
2018 Q3	$2.38M	Sell	43,201 -31	-0.1%	-$1.85K	0.73%	53
2018 Q2	$2.72M	Buy	+43,232	New	+$2.57M	1.09%	45

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Univest Financial's KHC Position: Q2 2019 in Review

Univest Financial sold out of Kraft Heinz (KHC) in Q2 2019, closing a stake of 6,508 shares — an estimated $212K sold.

Univest Financial first reported a position in KHC in Q2 2018 and held it in 4 quarters. The position peaked at $2.72M in Q2 2018. 931 funds tracked by Wall St. Rank hold KHC as of Q2 2019.

Univest Financial reported no remaining Kraft Heinz position as of Q2 2019 after selling out during the quarter.
Univest Financial sold 6,508 Kraft Heinz shares in Q2 2019, an estimated $212K.
Univest Financial first reported a position in Kraft Heinz in Q2 2018 and held it in 4 quarters.
Univest Financial's Kraft Heinz position peaked at $2.72M in Q2 2018.
931 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2019.

Based on Univest Financial's 13F filing for Q2 2019, filed 12 Jul 2019.