Cyndeo Wealth Partners’s Kroger KR Stock Holding History

Cyndeo Wealth Partners’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
2024 Q1	–	Sell	-7,771	Closed	-$355K	–	392
2023 Q4	$355K	Buy	7,771 +82	+1%	+$3.64K	0.03%	290
2023 Q3	$344K	Buy	+7,689	New	+$362K	0.04%	259

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cyndeo Wealth Partners's KR Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Kroger (KR) in Q1 2024, closing a stake of 7,771 shares — an estimated $355K sold.

Cyndeo Wealth Partners first reported a position in KR in Q3 2023 and held it in 2 quarters. The position peaked at $355K in Q4 2023. 1,182 funds tracked by Wall St. Rank hold KR as of Q1 2024.

Cyndeo Wealth Partners reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 7,771 Kroger shares in Q1 2024, an estimated $355K.
Cyndeo Wealth Partners first reported a position in Kroger in Q3 2023 and held it in 2 quarters.
Cyndeo Wealth Partners's Kroger position peaked at $355K in Q4 2023.
1,182 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.