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Gupta Wealth Management’s Kroger KR Stock Holding History

Gupta 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
2016
Q1 		$85K Buy
2,233
+1,000
+81% +$38.6K 0.02% 351
2015
Q4 		$52K Buy
1,233
+100
+9% +$3.88K 0.01% 429
2015
Q3 		$41K Sell
1,133
-201
-15% -$7.45K 0.01% 488
2015
Q2 		$48K Hold
1,334
– – 0.01% 477
2015
Q1 		$51K Buy
+1,334
New +$47.6K 0.02% 405

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Gupta Wealth Management's KR Position: Q1 2016 in Review

Gupta Wealth Management increased its Kroger (KR) stake by 81% in Q1 2016, buying an estimated $38.6K and bringing the position to 2,233 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #351.

Gupta Wealth Management first reported a position in KR in Q1 2015 and has held it in 5 quarters since. 806 funds tracked by Wall St. Rank hold KR as of Q1 2016.

  • Gupta Wealth Management held 2,233 shares of Kroger worth $85K as of Q1 2016.
  • Gupta Wealth Management bought 1,000 Kroger shares in Q1 2016, an estimated $38.6K.
  • Kroger made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #351 holding.
  • Gupta Wealth Management first reported a position in Kroger in Q1 2015 and has held it in 5 quarters since.
  • 806 funds tracked by Wall St. Rank held Kroger as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.