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	Sell	35 -1,306	-97%	-$54.8K	﹤0.01%	554
2021 Q2	$35K	Buy	1,341 +1,306	+3,731%	+$49.2K	﹤0.01%	498
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 $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 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 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