EWM
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Executive Wealth Management’s Kroger KR Stock Holding History

Executive 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
-1,474
Closed -$32K – 493
2019
Q2 		$32K Sell
1,474
-170
-10% -$4.13K ﹤0.01% 381
2019
Q1 		$40K Sell
1,644
-72
-4% -$1.97K 0.01% 301
2018
Q4 		$47K Buy
+1,716
New +$49.8K 0.01% 288

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

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

Executive Wealth Management sold out of Kroger (KR) in Q3 2019, closing a stake of 1,474 shares — an estimated $32K sold.

Executive Wealth Management first reported a position in KR in Q4 2018 and held it in 3 quarters. The position peaked at $47K in Q4 2018. 747 funds tracked by Wall St. Rank hold KR as of Q3 2019.

  • Executive Wealth Management reported no remaining Kroger position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,474 Kroger shares in Q3 2019, an estimated $32K.
  • Executive Wealth Management first reported a position in Kroger in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Kroger position peaked at $47K in Q4 2018.
  • 747 funds tracked by Wall St. Rank held Kroger as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.