Altium Wealth Management’s Kroger KR Stock Holding History

Altium 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
2019 Q4	–	Sell	-8,018	Closed	-$207K	–	300
2019 Q3	$207K	Buy	+8,018	New	+$187K	0.03%	269

Other funds holding KR

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Altium Wealth Management's KR Position: Q4 2019 in Review

Altium Wealth Management sold out of Kroger (KR) in Q4 2019, closing a stake of 8,018 shares — an estimated $207K sold.

Altium Wealth Management first reported a position in KR in Q3 2019 and held it in 1 quarter. The position peaked at $207K in Q3 2019. 793 funds tracked by Wall St. Rank hold KR as of Q4 2019.

Altium Wealth Management reported no remaining Kroger position as of Q4 2019 after selling out during the quarter.
Altium Wealth Management sold 8,018 Kroger shares in Q4 2019, an estimated $207K.
Altium Wealth Management first reported a position in Kroger in Q3 2019 and held it in 1 quarter.
Altium Wealth Management's Kroger position peaked at $207K in Q3 2019.
793 funds tracked by Wall St. Rank held Kroger as of Q4 2019.

Based on Altium Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.