Whitegate Investment Counselors’s The Kraft Heinz Company KHC Stock Holding History

Whitegate Investment Counselors’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 Q3	–	Sell	-7,084	Closed	-$220K	–	203
2019 Q2	$220K	Sell	7,084 -3,200	-31%	-$101K	0.04%	184
2019 Q1	$336K	Sell	10,284 -1,600	-13%	-$65.2K	0.07%	154
2018 Q4	$511K	Buy	+11,884	New	+$615K	0.12%	127

Other funds holding KHC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Whitegate Investment Counselors's KHC Position: Q3 2019 in Review

Whitegate Investment Counselors sold out of The Kraft Heinz Company (KHC) in Q3 2019, closing a stake of 7,084 shares — an estimated $220K sold.

Whitegate Investment Counselors first reported a position in KHC in Q4 2018 and held it in 3 quarters. The position peaked at $511K in Q4 2018. 846 funds tracked by Wall St. Rank hold KHC as of Q3 2019.

Whitegate Investment Counselors reported no remaining The Kraft Heinz Company position as of Q3 2019 after selling out during the quarter.
Whitegate Investment Counselors sold 7,084 The Kraft Heinz Company shares in Q3 2019, an estimated $220K.
Whitegate Investment Counselors first reported a position in The Kraft Heinz Company in Q4 2018 and held it in 3 quarters.
Whitegate Investment Counselors's The Kraft Heinz Company position peaked at $511K in Q4 2018.
846 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q3 2019.

Based on Whitegate Investment Counselors's 13F filing for Q3 2019, filed 25 Oct 2019.