BIMC
KR icon

Benson Investment Management Company’s Kroger KR Stock Holding History

Benson Investment Management Company’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
Q3 		– Sell
-96,324
Closed -$4.53M – 50
2023
Q2 		$4.53M Sell
96,324
-11,765
-11% -$561K 2.51% 9
2023
Q1 		$5.34M Buy
+108,089
New +$4.94M 3.05% 4
2017
Q4 		– Sell
-105,245
Closed -$2.11M – 69
2017
Q3 		$2.11M Buy
105,245
+400
+0.4% +$9.02K 1.74% 37
2017
Q2 		$2.44M Buy
+104,845
New +$2.97M 2.21% 15

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

Benson Investment Management Company's KR Position: Q3 2023 in Review

Benson Investment Management Company sold out of Kroger (KR) in Q3 2023, closing a stake of 96,324 shares — an estimated $4.53M sold.

Benson Investment Management Company first reported a position in KR in Q2 2017 and held it in 4 quarters. The position peaked at $5.34M in Q1 2023. 1,074 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Benson Investment Management Company reported no remaining Kroger position as of Q3 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 96,324 Kroger shares in Q3 2023, an estimated $4.53M.
  • Benson Investment Management Company first reported a position in Kroger in Q2 2017 and held it in 4 quarters.
  • Benson Investment Management Company's Kroger position peaked at $5.34M in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Benson Investment Management Company's 13F filing for Q3 2023, filed 11 Oct 2023.