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Ground Swell Capital’s Kroger KR Stock Holding History

Ground Swell Capital’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
2014
Q3 		$95K Buy
3,650
+2,494
+216% +$63K 0.18% 104
2014
Q2 		$29K Buy
+1,156
New +$26.9K 0.06% 283

Other funds holding KR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ground Swell Capital's KR Position: Q3 2014 in Review

Ground Swell Capital increased its Kroger (KR) stake by 216% in Q3 2014, buying an estimated $63K and bringing the position to 3,650 shares worth $95K. The position accounts for 0.18% of the portfolio, ranked #104.

Ground Swell Capital first reported a position in KR in Q2 2014 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold KR as of Q3 2014.

  • Ground Swell Capital held 3,650 shares of Kroger worth $95K as of Q3 2014.
  • Ground Swell Capital bought 2,494 Kroger shares in Q3 2014, an estimated $63K.
  • Kroger made up 0.18% of Ground Swell Capital's portfolio in Q3 2014, its #104 holding.
  • Ground Swell Capital first reported a position in Kroger in Q2 2014 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held Kroger as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.