Kelly Financial Services’s Kroger KR Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-35	Closed	-$1.75K	–	465
2024 Q2	$1.75K	Hold	35	–	–	﹤0.01%	598
2024 Q1	$2K	Hold	35	–	–	﹤0.01%	597
2023 Q4	$1.6K	Hold	35	–	–	﹤0.01%	608
2023 Q3	$1.57K	Hold	35	–	–	﹤0.01%	571
2023 Q2	$1.65K	Hold	35	–	–	﹤0.01%	564
2023 Q1	$1.73K	Hold	35	–	–	﹤0.01%	538
2022 Q4	$1.56K	Hold	35	–	–	﹤0.01%	527
2022 Q3	$1.53K	Hold	35	–	–	﹤0.01%	538
2022 Q2	$1.66K	Hold	35	–	–	﹤0.01%	518
2022 Q1	$2.01K	Hold	35	–	–	﹤0.01%	517
2021 Q4	$1.58K	Hold	35	–	–	﹤0.01%	568
2021 Q3	$1.42K	Hold	35	–	–	﹤0.01%	554
2021 Q2	$1.34K	Hold	35	–	–	﹤0.01%	543
2021 Q1	$1.26K	Hold	35	–	–	﹤0.01%	538
2020 Q4	$1.11K	Hold	35	–	–	﹤0.01%	507
2020 Q3	$1.19K	Hold	35	–	–	﹤0.01%	479
2020 Q2	$1.19K	Hold	35	–	–	﹤0.01%	485
2020 Q1	$1.05K	Buy	+35	New	+$1.03K	﹤0.01%	454

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kelly Financial Services's KR Position: Q3 2024 in Review

Kelly Financial Services sold out of Kroger (KR) in Q3 2024, closing a stake of 35 shares — an estimated $1.75K sold.

Kelly Financial Services first reported a position in KR in Q1 2020 and held it in 18 quarters. The position peaked at $2.01K in Q1 2022. 1,205 funds tracked by Wall St. Rank hold KR as of Q3 2024.

Kelly Financial Services reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 35 Kroger shares in Q3 2024, an estimated $1.75K.
Kelly Financial Services first reported a position in Kroger in Q1 2020 and held it in 18 quarters.
Kelly Financial Services's Kroger position peaked at $2.01K in Q1 2022.
1,205 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.