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Doyle Wealth Management’s Kroger KR Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-960
Closed -$21K – 497
2019
Q2 		$21K Buy
+960
New +$23.3K ﹤0.01% 500
2019
Q1 		– Sell
-960
Closed -$26K – 483
2018
Q4 		$26K Buy
+960
New +$27.9K ﹤0.01% 475

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's KR Position: Q3 2019 in Review

Doyle Wealth Management sold out of Kroger (KR) in Q3 2019, closing a stake of 960 shares — an estimated $21K sold.

Doyle Wealth Management first reported a position in KR in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q4 2018. 747 funds tracked by Wall St. Rank hold KR as of Q3 2019.

  • Doyle Wealth Management reported no remaining Kroger position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 960 Kroger shares in Q3 2019, an estimated $21K.
  • Doyle Wealth Management first reported a position in Kroger in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Kroger position peaked at $26K in Q4 2018.
  • 747 funds tracked by Wall St. Rank held Kroger as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.