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Accel Wealth Management’s Kroger KR Stock Holding History

Accel Wealth Management’s Portfolio KR Stock Details KR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-529
Closed -$26.1K – 548
2023
Q1 		$26.1K Buy
529
+22
+4% +$1.01K 0.01% 636
2022
Q4 		$22.6K Hold
507
– – 0.01% 518
2022
Q3 		$23K Hold
507
– – 0.01% 521
2022
Q2 		$24K Hold
507
– – 0.01% 495
2022
Q1 		$29K Sell
507
-400
-44% -$19.9K 0.02% 472
2021
Q4 		$41K Hold
907
– – 0.02% 413
2021
Q3 		$37K Hold
907
– – 0.02% 380
2021
Q2 		$35K Buy
907
+275
+44% +$10.3K 0.02% 409
2021
Q1 		$23K Hold
632
– – 0.02% 470
2020
Q4 		$20K Buy
+632
New +$20.5K 0.02% 488

Other funds holding KR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Accel Wealth Management's KR Position: Q2 2023 in Review

Accel Wealth Management sold out of Kroger (KR) in Q2 2023, closing a stake of 529 shares — an estimated $26.1K sold.

Accel Wealth Management first reported a position in KR in Q4 2020 and held it in 10 quarters. The position peaked at $41K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold KR as of Q2 2023.

  • Accel Wealth Management reported no remaining Kroger position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 529 Kroger shares in Q2 2023, an estimated $26.1K.
  • Accel Wealth Management first reported a position in Kroger in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Kroger position peaked at $41K in Q4 2021.
  • 1,083 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.