HWMG
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Hurlow Wealth Management Group’s Kroger KR Stock Holding History

Hurlow Wealth Management Group’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
2020
Q3 		– Sell
-6,384
Closed -$212K – 92
2020
Q2 		$212K Buy
6,384
+30
+0.5% +$973 0.2% 84
2020
Q1 		$204K Buy
+6,354
New +$186K 0.22% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hurlow Wealth Management Group's KR Position: Q3 2020 in Review

Hurlow Wealth Management Group sold out of Kroger (KR) in Q3 2020, closing a stake of 6,384 shares — an estimated $212K sold.

Hurlow Wealth Management Group first reported a position in KR in Q1 2020 and held it in 2 quarters. The position peaked at $212K in Q2 2020. 862 funds tracked by Wall St. Rank hold KR as of Q3 2020.

  • Hurlow Wealth Management Group reported no remaining Kroger position as of Q3 2020 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 6,384 Kroger shares in Q3 2020, an estimated $212K.
  • Hurlow Wealth Management Group first reported a position in Kroger in Q1 2020 and held it in 2 quarters.
  • Hurlow Wealth Management Group's Kroger position peaked at $212K in Q2 2020.
  • 862 funds tracked by Wall St. Rank held Kroger as of Q3 2020.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2020, filed 27 Oct 2020.