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Janiczek Wealth Management’s Kroger KR Stock Holding History

Janiczek 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
Q2 		$226K Sell
4,520
-164
-4% -$8.83K 0.05% 170
2024
Q1 		$268K Buy
4,684
+699
+18% +$34.4K 0.06% 147
2023
Q4 		$182K Sell
3,985
-453
-10% -$20.1K 0.04% 170
2023
Q3 		$199K Buy
4,438
+749
+20% +$35.2K 0.05% 144
2023
Q2 		$173K Buy
3,689
+329
+10% +$15.7K 0.05% 143
2023
Q1 		$157K Sell
3,360
-198
-6% -$9.05K 0.04% 150
2022
Q4 		$162K Buy
3,558
+244
+7% +$11.2K 0.05% 148
2022
Q3 		$147K Buy
3,314
+135
+4% +$6.41K 0.05% 138
2022
Q2 		$148K Sell
3,179
-212
-6% -$11.3K 0.04% 146
2022
Q1 		$195K Sell
3,391
-79
-2% -$3.92K 0.05% 122
2021
Q4 		$157K Sell
3,470
-103
-3% -$4.33K 0.05% 133
2021
Q3 		$144K Buy
3,573
+732
+26% +$30.7K 0.05% 127
2021
Q2 		$109K Buy
2,841
+180
+7% +$6.78K 0.04% 144
2021
Q1 		$96K Buy
2,661
+1,217
+84% +$41.6K 0.04% 140
2020
Q4 		$46K Buy
1,444
+1,330
+1,167% +$43.1K 0.02% 219
2020
Q3 		$4K Buy
+114
New +$3.94K ﹤0.01% 389

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Janiczek Wealth Management's KR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Kroger (KR) stake by 3.5% in Q2 2024, selling an estimated $8.83K and leaving 4,520 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #170.

Janiczek Wealth Management first reported a position in KR in Q3 2020 and has held it in 16 quarters since. The position peaked at $268K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold KR as of Q2 2024.

  • Janiczek Wealth Management held 4,520 shares of Kroger worth $226K as of Q2 2024.
  • Janiczek Wealth Management sold 164 Kroger shares in Q2 2024, an estimated $8.83K.
  • Kroger made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #170 holding.
  • Janiczek Wealth Management first reported a position in Kroger in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Kroger position peaked at $268K in Q1 2024.
  • 1,172 funds tracked by Wall St. Rank held Kroger as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.