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Aris Wealth Services’s Kroger KR Stock Holding History

Aris Wealth Services’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
2015
Q3 		$48K Sell
1,340
-2,000
-60% -$74.1K 0.1% 89
2015
Q2 		$121K Buy
3,340
+20
+0.6% +$727 0.11% 131
2015
Q1 		$127K Buy
+3,320
New +$119K 0.12% 124

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aris Wealth Services's KR Position: Q3 2015 in Review

Aris Wealth Services reduced its Kroger (KR) stake by 60% in Q3 2015, selling an estimated $74.1K and leaving 1,340 shares worth $48K. The position accounts for 0.1% of the portfolio, ranked #89.

Aris Wealth Services first reported a position in KR in Q1 2015 and has held it in 3 quarters since. The position peaked at $127K in Q1 2015. 778 funds tracked by Wall St. Rank hold KR as of Q3 2015.

  • Aris Wealth Services held 1,340 shares of Kroger worth $48K as of Q3 2015.
  • Aris Wealth Services sold 2,000 Kroger shares in Q3 2015, an estimated $74.1K.
  • Kroger made up 0.1% of Aris Wealth Services's portfolio in Q3 2015, its #89 holding.
  • Aris Wealth Services first reported a position in Kroger in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Kroger position peaked at $127K in Q1 2015.
  • 778 funds tracked by Wall St. Rank held Kroger as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.