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Evolution Wealth Advisors’s Kroger KR Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-98
Closed -$4K – 411
2021
Q3 		$4K Hold
98
– – ﹤0.01% 563
2021
Q2 		$4K Hold
98
– – ﹤0.01% 557
2021
Q1 		$4K Hold
98
– – ﹤0.01% 563
2020
Q4 		$3K Hold
98
– – ﹤0.01% 524
2020
Q3 		$3K Hold
98
– – ﹤0.01% 505
2020
Q2 		$3K Buy
+98
New +$3.18K ﹤0.01% 443
2020
Q1 		– Sell
-104
Closed -$3K – 506
2019
Q4 		$3K Buy
+104
New +$2.76K ﹤0.01% 514
2019
Q3 		– Sell
-64
Closed -$1K – 545
2019
Q2 		$1K Buy
+64
New +$1.56K ﹤0.01% 463

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's KR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kroger (KR) in Q4 2021, closing a stake of 98 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in KR in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 1,014 funds tracked by Wall St. Rank hold KR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Kroger position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 98 Kroger shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Kroger in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Kroger position peaked at $4K in Q3 2021.
  • 1,014 funds tracked by Wall St. Rank held Kroger as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.