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Disciplined Investments’s Kroger KR Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-128
Closed -$6.02K – 872
2023
Q2 		$6.02K Buy
128
+16
+14% +$763 ﹤0.01% 387
2023
Q1 		$5.53K Sell
112
-19
-15% -$869 ﹤0.01% 420
2022
Q4 		$5.84K Sell
131
-630
-83% -$28.9K ﹤0.01% 381
2022
Q3 		$33K Sell
761
-52
-6% -$2.47K 0.02% 258
2022
Q2 		$38K Buy
813
+22
+3% +$1.17K 0.02% 247
2022
Q1 		$45K Buy
791
+136
+21% +$6.75K 0.02% 241
2021
Q4 		$30K Buy
+655
New +$27.5K 0.01% 259

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Disciplined Investments's KR Position: Q3 2023 in Review

Disciplined Investments sold out of Kroger (KR) in Q3 2023, closing a stake of 128 shares — an estimated $6.02K sold.

Disciplined Investments first reported a position in KR in Q4 2021 and held it in 7 quarters. The position peaked at $45K in Q1 2022. 1,073 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Disciplined Investments reported no remaining Kroger position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 128 Kroger shares in Q3 2023, an estimated $6.02K.
  • Disciplined Investments first reported a position in Kroger in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Kroger position peaked at $45K in Q1 2022.
  • 1,073 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.