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Geller Advisors’s Kroger KR Stock Holding History

Geller 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
2024
Q3 		– Sell
-6,311
Closed -$315K – 276
2024
Q2 		$315K Sell
6,311
-667
-10% -$35.9K 0.02% 197
2024
Q1 		$399K Buy
6,978
+1,070
+18% +$52.7K 0.03% 175
2023
Q4 		$270K Sell
5,908
-66
-1% -$2.93K 0.03% 215
2023
Q3 		$267K Sell
5,974
-27
-0.4% -$1.27K 0.03% 205
2023
Q2 		$282K Sell
6,001
-860
-13% -$41K 0.04% 192
2023
Q1 		$339K Buy
6,861
+653
+11% +$29.9K 0.05% 107
2022
Q4 		$277K Buy
6,208
+69
+1% +$3.17K 0.05% 106
2022
Q3 		$269K Buy
6,139
+644
+12% +$30.6K 0.06% 89
2022
Q2 		$260K Sell
5,495
-242
-4% -$12.9K 0.05% 106
2022
Q1 		$329K Sell
5,737
-688
-11% -$34.2K 0.06% 95
2021
Q4 		$291K Sell
6,425
-13
-0.2% -$547 0.06% 120
2021
Q3 		$260K Buy
6,438
+435
+7% +$18.3K 0.06% 121
2021
Q2 		$230K Buy
+6,003
New +$226K 0.05% 118

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geller Advisors's KR Position: Q3 2024 in Review

Geller Advisors sold out of Kroger (KR) in Q3 2024, closing a stake of 6,311 shares — an estimated $315K sold.

Geller Advisors first reported a position in KR in Q2 2021 and held it in 13 quarters. The position peaked at $399K in Q1 2024. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

  • Geller Advisors reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
  • Geller Advisors sold 6,311 Kroger shares in Q3 2024, an estimated $315K.
  • Geller Advisors first reported a position in Kroger in Q2 2021 and held it in 13 quarters.
  • Geller Advisors's Kroger position peaked at $399K in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on Geller Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.