GBWM
KR icon

Granite Bay Wealth Management’s Kroger KR Stock Holding History

Granite Bay 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
Q1 		– Sell
-6,300
Closed -$280K – 192
2023
Q4 		$280K Hold
6,300
– – ﹤0.01% 284
2023
Q3 		$296K Buy
+6,300
New +$296K ﹤0.01% 291

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Granite Bay Wealth Management's KR Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Kroger (KR) in Q1 2024, closing a stake of 6,300 shares — an estimated $280K sold.

Granite Bay Wealth Management first reported a position in KR in Q3 2023 and held it in 2 quarters. The position peaked at $296K in Q3 2023. 1,182 funds tracked by Wall St. Rank hold KR as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,300 Kroger shares in Q1 2024, an estimated $280K.
  • Granite Bay Wealth Management first reported a position in Kroger in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Kroger position peaked at $296K in Q3 2023.
  • 1,182 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.