Appleton Group’s Kroger KR Stock Holding History

Appleton Group’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	-6,003	Closed	-$296K	–	43
2023 Q1	$296K	Buy	+6,003	New	+$274K	0.58%	22

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Appleton Group's KR Position: Q2 2023 in Review

Appleton Group sold out of Kroger (KR) in Q2 2023, closing a stake of 6,003 shares — an estimated $296K sold.

Appleton Group first reported a position in KR in Q1 2023 and held it in 1 quarter. The position peaked at $296K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold KR as of Q2 2023.

Appleton Group reported no remaining Kroger position as of Q2 2023 after selling out during the quarter.
Appleton Group sold 6,003 Kroger shares in Q2 2023, an estimated $296K.
Appleton Group first reported a position in Kroger in Q1 2023 and held it in 1 quarter.
Appleton Group's Kroger position peaked at $296K in Q1 2023.
1,083 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on Appleton Group's 13F filing for Q2 2023, filed 3 Aug 2023.