Lake Point Wealth Management’s Kroger KR Stock Holding History

Lake Point 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
2022 Q2	$5K	Hold	112	–	–	﹤0.01%	231
2022 Q1	$6K	Hold	112	–	–	﹤0.01%	226
2021 Q4	$5K	Hold	112	–	–	﹤0.01%	251
2021 Q3	$5K	Hold	112	–	–	﹤0.01%	241
2021 Q2	$4K	Buy	+112	New	+$4.21K	﹤0.01%	273
2020 Q1	$0	Hold	12	–	–	﹤0.01%	428
2019 Q4	$0	Buy	+12	New	+$318	﹤0.01%	619
2019 Q2	$0	Hold	12	–	–	﹤0.01%	678
2019 Q1	$0	Sell	12 -780	-98%	-$21.4K	﹤0.01%	778
2018 Q4	$22K	Buy	+792	New	+$23K	0.01%	337

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Lake Point Wealth Management's KR Position: Q2 2022 in Review

Lake Point Wealth Management held its Kroger (KR) position steady in Q2 2022 at 112 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Lake Point Wealth Management first reported a position in KR in Q4 2018 and has held it in 10 quarters since. The position peaked at $22K in Q4 2018. 1,056 funds tracked by Wall St. Rank hold KR as of Q2 2022.

Lake Point Wealth Management held 112 shares of Kroger worth $5K as of Q2 2022.
Lake Point Wealth Management left its Kroger share count unchanged in Q2 2022.
Kroger made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #231 holding.
Lake Point Wealth Management first reported a position in Kroger in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Kroger position peaked at $22K in Q4 2018.
1,056 funds tracked by Wall St. Rank held Kroger as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.