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Blooom Inc’s Kroger KR Stock Holding History

Blooom Inc’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
2022
Q3 		$455K Sell
10,228
-3,344
-25% -$159K 0.86% 23
2022
Q2 		$614K Buy
13,572
+1,691
+14% +$90.1K 1.05% 22
2022
Q1 		$662K Sell
11,881
-224
-2% -$11.1K 0.53% 22
2021
Q4 		$546K Buy
12,105
+249
+2% +$10.5K 0.41% 24
2021
Q3 		$483K Sell
11,856
-1,252
-10% -$52.6K 0.4% 25
2021
Q2 		$508K Sell
13,108
-703
-5% -$26.5K 0.38% 27
2021
Q1 		$514K Buy
+13,811
New +$472K 0.4% 27

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blooom Inc's KR Position: Q3 2022 in Review

Blooom Inc reduced its Kroger (KR) stake by 25% in Q3 2022, selling an estimated $159K and leaving 10,228 shares worth $455K. The position accounts for 0.86% of the portfolio, ranked #23.

Blooom Inc first reported a position in KR in Q1 2021 and has held it in 7 quarters since. The position peaked at $662K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold KR as of Q3 2022.

  • Blooom Inc held 10,228 shares of Kroger worth $455K as of Q3 2022.
  • Blooom Inc sold 3,344 Kroger shares in Q3 2022, an estimated $159K.
  • Kroger made up 0.86% of Blooom Inc's portfolio in Q3 2022, its #23 holding.
  • Blooom Inc first reported a position in Kroger in Q1 2021 and has held it in 7 quarters since.
  • Blooom Inc's Kroger position peaked at $662K in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Kroger as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.