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Berman Capital Advisors’s Kroger KR Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$130K Buy
3,261
+933
+40% +$39.2K 0.02% 368
2021
Q2 		$88K Buy
2,328
+181
+8% +$6.81K 0.01% 417
2021
Q1 		$76K Buy
2,147
+869
+68% +$29.7K 0.02% 363
2020
Q4 		$40K Sell
1,278
-220
-15% -$7.13K 0.01% 468
2020
Q3 		$50K Buy
1,498
+215
+17% +$7.43K 0.01% 340
2020
Q2 		$42K Buy
1,283
+299
+30% +$9.7K 0.01% 360
2020
Q1 		$28K Sell
984
-12,816
-93% -$376K 0.01% 412
2019
Q4 		$399K Hold
13,800
– – 0.12% 82
2019
Q3 		$354K Buy
13,800
+12,853
+1,357% +$299K 0.11% 86
2019
Q2 		$20K Buy
947
+366
+63% +$8.9K 0.01% 516
2019
Q1 		$14K Sell
581
-38
-6% -$1.04K ﹤0.01% 554
2018
Q4 		$16K Buy
+619
New +$18K 0.01% 427

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's KR Position: Q3 2021 in Review

Berman Capital Advisors increased its Kroger (KR) stake by 40% in Q3 2021, buying an estimated $39.2K and bringing the position to 3,261 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #368.

Berman Capital Advisors first reported a position in KR in Q4 2018 and has held it in 12 quarters since. The position peaked at $399K in Q4 2019. 945 funds tracked by Wall St. Rank hold KR as of Q3 2021.

  • Berman Capital Advisors held 3,261 shares of Kroger worth $130K as of Q3 2021.
  • Berman Capital Advisors bought 933 Kroger shares in Q3 2021, an estimated $39.2K.
  • Kroger made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #368 holding.
  • Berman Capital Advisors first reported a position in Kroger in Q4 2018 and has held it in 12 quarters since.
  • Berman Capital Advisors's Kroger position peaked at $399K in Q4 2019.
  • 945 funds tracked by Wall St. Rank held Kroger as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.