Bourgeon Capital Management’s Kroger KR Stock Holding History

Bourgeon Capital 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 Q1	–	Sell	-515	Closed	-$23K	–	354
2022 Q4	$23K	Buy	+515	New	+$23.7K	0.01%	192

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bourgeon Capital Management's KR Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Kroger (KR) in Q1 2023, closing a stake of 515 shares — an estimated $23K sold.

Bourgeon Capital Management first reported a position in KR in Q4 2022 and held it in 1 quarter. The position peaked at $23K in Q4 2022. 1,075 funds tracked by Wall St. Rank hold KR as of Q1 2023.

Bourgeon Capital Management reported no remaining Kroger position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 515 Kroger shares in Q1 2023, an estimated $23K.
Bourgeon Capital Management first reported a position in Kroger in Q4 2022 and held it in 1 quarter.
Bourgeon Capital Management's Kroger position peaked at $23K in Q4 2022.
1,075 funds tracked by Wall St. Rank held Kroger as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.