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Clear Perspectives Financial Planning’s Kroger KR Stock Holding History

Clear Perspectives Financial Planning’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 		$47.9K Hold
970
– – 0.03% 74
2022
Q4 		$43.2K Sell
970
-155
-14% -$7.12K 0.02% 87
2022
Q3 		$49K Hold
1,125
– – 0.02% 84
2022
Q2 		$53K Hold
1,125
– – 0.02% 86
2022
Q1 		$65K Buy
1,125
+39
+4% +$1.94K 0.02% 86
2021
Q4 		$49K Buy
1,086
+1
+0.1% +$42 0.02% 103
2021
Q3 		$44K Buy
1,085
+140
+15% +$5.88K 0.02% 103
2021
Q2 		$36K Hold
945
– – 0.02% 113
2021
Q1 		$34K Hold
945
– – 0.02% 105
2020
Q4 		$30K Buy
+945
New +$30.6K 0.02% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clear Perspectives Financial Planning's KR Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Kroger (KR) position steady in Q1 2023 at 970 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #74.

Clear Perspectives Financial Planning first reported a position in KR in Q4 2020 and has held it in 10 quarters since. The position peaked at $65K in Q1 2022. 1,076 funds tracked by Wall St. Rank hold KR as of Q1 2023.

  • Clear Perspectives Financial Planning held 970 shares of Kroger worth $47.9K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Kroger share count unchanged in Q1 2023.
  • Kroger made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #74 holding.
  • Clear Perspectives Financial Planning first reported a position in Kroger in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Kroger position peaked at $65K in Q1 2022.
  • 1,076 funds tracked by Wall St. Rank held Kroger as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.