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YHB Investment Advisors’s The Kraft Heinz Company KHC Stock Holding History

YHB Investment Advisors’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
Q1 		– Sell
-31,337
Closed -$1.35M – 199
2018
Q4 		$1.35M Sell
31,337
-12,479
-28% -$646K 0.24% 98
2018
Q3 		$2.42M Sell
43,816
-3,990
-8% -$238K 0.36% 77
2018
Q2 		$3M Sell
47,806
-11,696
-20% -$694K 0.49% 64
2018
Q1 		$3.71M Sell
59,502
-2,603
-4% -$186K 0.63% 52
2017
Q4 		$4.83M Buy
62,105
+836
+1% +$65.7K 0.82% 37
2017
Q3 		$4.75M Sell
61,269
-9,637
-14% -$806K 0.85% 36
2017
Q2 		$6.07M Buy
70,906
+10,395
+17% +$943K 1.04% 29
2017
Q1 		$5.47M Sell
60,511
-4,276
-7% -$385K 1.05% 31
2016
Q4 		$5.66M Buy
64,787
+4,335
+7% +$371K 1.18% 26
2016
Q3 		$5.41M Sell
60,452
-4,273
-7% -$378K 1.31% 23
2016
Q2 		$5.73M Sell
64,725
-476
-0.7% -$39.2K 1.26% 26
2016
Q1 		$5.12M Sell
65,201
-5,065
-7% -$379K 1.38% 23
2015
Q4 		$5.11M Buy
+70,266
New +$5.18M 1.16% 29

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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YHB Investment Advisors's KHC Position: Q1 2019 in Review

YHB Investment Advisors sold out of The Kraft Heinz Company (KHC) in Q1 2019, closing a stake of 31,337 shares — an estimated $1.35M sold.

YHB Investment Advisors first reported a position in KHC in Q4 2015 and held it in 13 quarters. The position peaked at $6.07M in Q2 2017. 978 funds tracked by Wall St. Rank hold KHC as of Q1 2019.

  • YHB Investment Advisors reported no remaining The Kraft Heinz Company position as of Q1 2019 after selling out during the quarter.
  • YHB Investment Advisors sold 31,337 The Kraft Heinz Company shares in Q1 2019, an estimated $1.35M.
  • YHB Investment Advisors first reported a position in The Kraft Heinz Company in Q4 2015 and held it in 13 quarters.
  • YHB Investment Advisors's The Kraft Heinz Company position peaked at $6.07M in Q2 2017.
  • 978 funds tracked by Wall St. Rank held The Kraft Heinz Company as of Q1 2019.

Based on YHB Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.