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Gitterman Wealth Management’s Kroger KR Stock Holding History

Gitterman 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
-5,724
Closed -$328K – 147
2024
Q3 		$328K Buy
+5,724
New +$307K 0.14% 51
2023
Q2 		– Sell
-5,546
Closed -$274K – 100
2023
Q1 		$274K Buy
+5,546
New +$254K 0.13% 41
2022
Q2 		– Sell
-5,570
Closed -$320K – 89
2022
Q1 		$320K Buy
5,570
+1,079
+24% +$53.6K 0.26% 46
2021
Q4 		$203K Buy
+4,491
New +$189K 0.15% 86

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

Gitterman Wealth Management's KR Position: Q4 2024 in Review

Gitterman Wealth Management sold out of Kroger (KR) in Q4 2024, closing a stake of 5,724 shares — an estimated $328K sold.

Gitterman Wealth Management first reported a position in KR in Q4 2021 and held it in 4 quarters. The position peaked at $328K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 5,724 Kroger shares in Q4 2024, an estimated $328K.
  • Gitterman Wealth Management first reported a position in Kroger in Q4 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Kroger position peaked at $328K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.