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Winfield Associates’s Kraft Heinz KHC Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-1,572
Closed -$123K – 395
2017
Q4 		$123K Buy
1,572
+1
+0.1% +$79 0.06% 140
2017
Q3 		$122K Hold
1,571
– – 0.06% 135
2017
Q2 		$134K Hold
1,571
– – 0.07% 132
2017
Q1 		$142K Hold
1,571
– – 0.08% 132
2016
Q4 		$137K Sell
1,571
-1
-0.1% -$86 0.08% 129
2016
Q3 		$141K Buy
1,572
+1
+0.1% +$88 0.09% 125
2016
Q2 		$139K Hold
1,571
– – 0.09% 125
2016
Q1 		$123K Buy
1,571
+180
+13% +$13.5K 0.08% 123
2015
Q4 		$101K Buy
+1,391
New +$103K 0.07% 133

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Winfield Associates's KHC Position: Q1 2018 in Review

Winfield Associates sold out of Kraft Heinz (KHC) in Q1 2018, closing a stake of 1,572 shares — an estimated $123K sold.

Winfield Associates first reported a position in KHC in Q4 2015 and held it in 9 quarters. The position peaked at $142K in Q1 2017. 1,150 funds tracked by Wall St. Rank hold KHC as of Q1 2018.

  • Winfield Associates reported no remaining Kraft Heinz position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,572 Kraft Heinz shares in Q1 2018, an estimated $123K.
  • Winfield Associates first reported a position in Kraft Heinz in Q4 2015 and held it in 9 quarters.
  • Winfield Associates's Kraft Heinz position peaked at $142K in Q1 2017.
  • 1,150 funds tracked by Wall St. Rank held Kraft Heinz as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.