Cavalier Investments’s Kroger KR Stock Holding History

Cavalier Investments’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
2016 Q2	–	Sell	-39,500	Closed	-$1.51M	–	131
2016 Q1	$1.51M	Buy	+39,500	New	+$1.52M	0.87%	24

Other funds holding KR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cavalier Investments's KR Position: Q2 2016 in Review

Cavalier Investments sold out of Kroger (KR) in Q2 2016, closing a stake of 39,500 shares — an estimated $1.51M sold.

Cavalier Investments first reported a position in KR in Q1 2016 and held it in 1 quarter. The position peaked at $1.51M in Q1 2016. 803 funds tracked by Wall St. Rank hold KR as of Q2 2016.

Cavalier Investments reported no remaining Kroger position as of Q2 2016 after selling out during the quarter.
Cavalier Investments sold 39,500 Kroger shares in Q2 2016, an estimated $1.51M.
Cavalier Investments first reported a position in Kroger in Q1 2016 and held it in 1 quarter.
Cavalier Investments's Kroger position peaked at $1.51M in Q1 2016.
803 funds tracked by Wall St. Rank held Kroger as of Q2 2016.

Based on Cavalier Investments's 13F filing for Q2 2016, filed 15 Aug 2016.