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Johanson Financial Advisors’s Kroger KR Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-15,640
Closed -$539K – 175
2019
Q4 		$539K Buy
+15,640
New +$415K 0.03% 183

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's KR Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Kroger (KR) in Q1 2020, closing a stake of 15,640 shares — an estimated $539K sold.

Johanson Financial Advisors first reported a position in KR in Q4 2019 and held it in 1 quarter. The position peaked at $539K in Q4 2019. 817 funds tracked by Wall St. Rank hold KR as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Kroger position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 15,640 Kroger shares in Q1 2020, an estimated $539K.
  • Johanson Financial Advisors first reported a position in Kroger in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Kroger position peaked at $539K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Kroger as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.