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Evoke Wealth’s Kroger KR Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-254
Closed -$11K – 786
2022
Q3 		$11K Hold
254
– – ﹤0.01% 743
2022
Q2 		$12K Sell
254
-36
-12% -$1.92K ﹤0.01% 744
2022
Q1 		$17K Buy
290
+60
+26% +$2.98K ﹤0.01% 684
2021
Q4 		$10K Buy
230
+10
+5% +$420 ﹤0.01% 791
2021
Q3 		$8K Sell
220
-14
-6% -$588 ﹤0.01% 775
2021
Q2 		$9K Sell
234
-187
-44% -$7.04K ﹤0.01% 760
2021
Q1 		$15K Buy
421
+135
+47% +$4.61K ﹤0.01% 631
2020
Q4 		$9K Sell
286
-3
-1% -$97 ﹤0.01% 612
2020
Q3 		$10K Sell
289
-76
-21% -$2.63K ﹤0.01% 565
2020
Q2 		$12K Sell
365
-365
-50% -$11.8K ﹤0.01% 528
2020
Q1 		$22K Sell
730
-41,143
-98% -$1.21M ﹤0.01% 424
2019
Q4 		$1.21M Buy
41,873
+4,073
+11% +$108K 0.15% 57
2019
Q3 		$975K Buy
+37,800
New +$879K 0.12% 92

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's KR Position: Q4 2022 in Review

Evoke Wealth sold out of Kroger (KR) in Q4 2022, closing a stake of 254 shares — an estimated $11K sold.

Evoke Wealth first reported a position in KR in Q3 2019 and held it in 13 quarters. The position peaked at $1.21M in Q4 2019. 1,042 funds tracked by Wall St. Rank hold KR as of Q4 2022.

  • Evoke Wealth reported no remaining Kroger position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 254 Kroger shares in Q4 2022, an estimated $11K.
  • Evoke Wealth first reported a position in Kroger in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Kroger position peaked at $1.21M in Q4 2019.
  • 1,042 funds tracked by Wall St. Rank held Kroger as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.