GoalVest Advisory’s Kroger KR Stock Holding History

GoalVest Advisory’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
2023 Q1	–	Sell	-10,064	Closed	-$449K	–	279
2022 Q4	$449K	Hold	10,064	–	–	0.29%	58
2022 Q3	$440K	Hold	10,064	–	–	0.31%	63
2022 Q2	$475K	Buy	+10,064	New	+$536K	0.3%	94

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GoalVest Advisory's KR Position: Q1 2023 in Review

GoalVest Advisory sold out of Kroger (KR) in Q1 2023, closing a stake of 10,064 shares — an estimated $449K sold.

GoalVest Advisory first reported a position in KR in Q2 2022 and held it in 3 quarters. The position peaked at $475K in Q2 2022. 1,076 funds tracked by Wall St. Rank hold KR as of Q1 2023.

GoalVest Advisory reported no remaining Kroger position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 10,064 Kroger shares in Q1 2023, an estimated $449K.
GoalVest Advisory first reported a position in Kroger in Q2 2022 and held it in 3 quarters.
GoalVest Advisory's Kroger position peaked at $475K in Q2 2022.
1,076 funds tracked by Wall St. Rank held Kroger as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.