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Aquila Investment Management’s Kroger KR Stock Holding History

Aquila Investment 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
-38,000
Closed -$1.7M – 90
2023
Q3 		$1.7M Hold
38,000
– – 1.57% 24
2023
Q2 		$1.79M Buy
38,000
+9,000
+31% +$429K 1.46% 26
2023
Q1 		$1.43M Hold
29,000
– – 1.18% 36
2022
Q4 		$1.29M Sell
29,000
-7,000
-19% -$322K 1% 49
2022
Q3 		$1.57M Buy
36,000
+9,000
+33% +$428K 1.18% 33
2022
Q2 		$1.28M Buy
+27,000
New +$1.44M 0.91% 53

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

Aquila Investment Management's KR Position: Q4 2023 in Review

Aquila Investment Management sold out of Kroger (KR) in Q4 2023, closing a stake of 38,000 shares — an estimated $1.7M sold.

Aquila Investment Management first reported a position in KR in Q2 2022 and held it in 6 quarters. The position peaked at $1.79M in Q2 2023. 1,129 funds tracked by Wall St. Rank hold KR as of Q4 2023.

  • Aquila Investment Management reported no remaining Kroger position as of Q4 2023 after selling out during the quarter.
  • Aquila Investment Management sold 38,000 Kroger shares in Q4 2023, an estimated $1.7M.
  • Aquila Investment Management first reported a position in Kroger in Q2 2022 and held it in 6 quarters.
  • Aquila Investment Management's Kroger position peaked at $1.79M in Q2 2023.
  • 1,129 funds tracked by Wall St. Rank held Kroger as of Q4 2023.

Based on Aquila Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.