Kaizen Advisory’s Kroger KR Stock Holding History

Kaizen Advisory’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
2018 Q4	$59K	Buy	2,147 +428	+25%	+$12.4K	0.04%	300
2018 Q3	$50K	Hold	1,719	–	–	0.03%	333
2018 Q2	$49K	Buy	1,719 +871	+103%	+$21.9K	0.02%	342
2018 Q1	$20K	Hold	848	–	–	0.02%	336
2017 Q4	$23K	Buy	+848	New	+$19.7K	0.01%	303

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's KR Position: Q4 2018 in Review

Kaizen Advisory increased its Kroger (KR) stake by 25% in Q4 2018, buying an estimated $12.4K and bringing the position to 2,147 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #300.

Kaizen Advisory first reported a position in KR in Q4 2017 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold KR as of Q4 2018.

Kaizen Advisory held 2,147 shares of Kroger worth $59K as of Q4 2018.
Kaizen Advisory bought 428 Kroger shares in Q4 2018, an estimated $12.4K.
Kroger made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #300 holding.
Kaizen Advisory first reported a position in Kroger in Q4 2017 and has held it in 5 quarters since.
808 funds tracked by Wall St. Rank held Kroger as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.