GJWM
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Gilliland Jeter Wealth Management’s Kroger KR Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-150
Closed -$8.6K – 427
2024
Q3 		$8.6K Hold
150
– – ﹤0.01% 469
2024
Q2 		$7.49K Hold
150
– – ﹤0.01% 467
2024
Q1 		$8.57K Buy
+150
New +$7.39K ﹤0.01% 444

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilliland Jeter Wealth Management's KR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Kroger (KR) in Q4 2024, closing a stake of 150 shares — an estimated $8.6K sold.

Gilliland Jeter Wealth Management first reported a position in KR in Q1 2024 and held it in 3 quarters. The position peaked at $8.6K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 150 Kroger shares in Q4 2024, an estimated $8.6K.
  • Gilliland Jeter Wealth Management first reported a position in Kroger in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Kroger position peaked at $8.6K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.