First Personal Financial Services’s Kroger KR Stock Holding History

First Personal Financial Services’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
2024 Q3	$86.1K	Buy	1,503 +3	+0.2%	+$161	0.02%	173
2024 Q2	$74.9K	Hold	1,500	–	–	0.02%	178
2024 Q1	$85.7K	Hold	1,500	–	–	0.02%	162
2023 Q4	$68.6K	Sell	1,500 -500	-25%	-$22.2K	0.02%	182
2023 Q3	$89.5K	Hold	2,000	–	–	0.02%	160
2023 Q2	$94K	Hold	2,000	–	–	0.02%	161
2023 Q1	$98.7K	Hold	2,000	–	–	0.03%	153
2022 Q4	$89.2K	Hold	2,000	–	–	0.02%	164
2022 Q3	$88K	Hold	2,000	–	–	0.03%	157
2022 Q2	$95K	Hold	2,000	–	–	0.03%	140
2022 Q1	$115K	Hold	2,000	–	–	0.03%	140
2021 Q4	$91K	Hold	2,000	–	–	0.02%	155
2021 Q3	$81K	Hold	2,000	–	–	0.02%	160
2021 Q2	$77K	Hold	2,000	–	–	0.02%	160
2021 Q1	$72K	Hold	2,000	–	–	0.02%	163
2020 Q4	$64K	Hold	2,000	–	–	0.02%	169
2020 Q3	$68K	Hold	2,000	–	–	0.02%	163
2020 Q2	$68K	Hold	2,000	–	–	0.02%	167
2020 Q1	$60K	Sell	2,000 -45	-2%	-$1.32K	0.02%	167
2019 Q4	$59K	Hold	2,045	–	–	0.02%	181
2019 Q3	$53K	Buy	2,045 +2	+0.1%	+$47	0.02%	236
2019 Q2	$44K	Buy	2,043 +43	+2%	+$1.05K	0.01%	298
2019 Q1	$49K	Hold	2,000	–	–	0.01%	280
2018 Q4	$55K	Hold	2,000	–	–	0.02%	245
2018 Q3	$58K	Hold	2,000	–	–	0.02%	261
2018 Q2	$57K	Hold	2,000	–	–	0.02%	257
2018 Q1	$48K	Hold	2,000	–	–	0.01%	444
2017 Q4	$55K	Hold	2,000	–	–	0.01%	454
2017 Q3	$40K	Hold	2,000	–	–	0.01%	465
2017 Q2	$47K	Hold	2,000	–	–	0.01%	435
2017 Q1	$59K	Sell	2,000 -683	-25%	-$21.8K	0.01%	363
2016 Q4	$93K	Buy	+2,683	New	+$87.5K	0.02%	293

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Personal Financial Services's KR Position: Q3 2024 in Review

First Personal Financial Services increased its Kroger (KR) stake by 0.2% in Q3 2024, buying an estimated $161 and bringing the position to 1,503 shares worth $86.1K. The position accounts for 0.02% of the portfolio, ranked #173.

First Personal Financial Services first reported a position in KR in Q4 2016 and has held it in 32 quarters since. The position peaked at $115K in Q1 2022. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

First Personal Financial Services held 1,503 shares of Kroger worth $86.1K as of Q3 2024.
First Personal Financial Services bought 3 Kroger shares in Q3 2024, an estimated $161.
Kroger made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #173 holding.
First Personal Financial Services first reported a position in Kroger in Q4 2016 and has held it in 32 quarters since.
First Personal Financial Services's Kroger position peaked at $115K in Q1 2022.
1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.