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Fortis Advisors’s Kroger KR Stock Holding History

Fortis 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
2020
Q1 		– Sell
-8,991
Closed -$261K – 355
2019
Q4 		$261K Hold
8,991
– – 0.16% 84
2019
Q3 		$232K Sell
8,991
-150
-2% -$3.49K 0.11% 103
2019
Q2 		$198K Hold
9,141
– – 0.1% 119
2019
Q1 		$225K Buy
9,141
+1,673
+22% +$45.8K 0.12% 96
2018
Q4 		$205K Buy
+7,468
New +$217K 0.12% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's KR Position: Q1 2020 in Review

Fortis Advisors sold out of Kroger (KR) in Q1 2020, closing a stake of 8,991 shares — an estimated $261K sold.

Fortis Advisors first reported a position in KR in Q4 2018 and held it in 5 quarters. The position peaked at $261K in Q4 2019. 817 funds tracked by Wall St. Rank hold KR as of Q1 2020.

  • Fortis Advisors reported no remaining Kroger position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 8,991 Kroger shares in Q1 2020, an estimated $261K.
  • Fortis Advisors first reported a position in Kroger in Q4 2018 and held it in 5 quarters.
  • Fortis Advisors's Kroger position peaked at $261K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Kroger as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.