AWM
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Ameliora Wealth Management’s Kroger KR Stock Holding History

Ameliora 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
Q4 		– Sell
-5,460
Closed -$244K – 212
2023
Q3 		$244K Hold
5,460
– – 0.14% 73
2023
Q2 		$257K Sell
5,460
-4,770
-47% -$228K 0.16% 77
2023
Q1 		$505K Buy
+10,230
New +$468K 0.29% 63

Other funds holding KR

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameliora Wealth Management's KR Position: Q4 2023 in Review

Ameliora Wealth Management sold out of Kroger (KR) in Q4 2023, closing a stake of 5,460 shares — an estimated $244K sold.

Ameliora Wealth Management first reported a position in KR in Q1 2023 and held it in 3 quarters. The position peaked at $505K in Q1 2023. 1,128 funds tracked by Wall St. Rank hold KR as of Q4 2023.

  • Ameliora Wealth Management reported no remaining Kroger position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 5,460 Kroger shares in Q4 2023, an estimated $244K.
  • Ameliora Wealth Management first reported a position in Kroger in Q1 2023 and held it in 3 quarters.
  • Ameliora Wealth Management's Kroger position peaked at $505K in Q1 2023.
  • 1,128 funds tracked by Wall St. Rank held Kroger as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.