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Laurel Wealth Planning’s Kroger KR Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-185
Closed -$8.25K – 135
2022
Q4 		$8.25K Hold
185
– – 0.01% 166
2022
Q3 		$8K Hold
185
– – 0.01% 167
2022
Q2 		$9K Hold
185
– – 0.01% 169
2022
Q1 		$11K Hold
185
– – 0.01% 189
2021
Q4 		$8K Hold
185
– – 0.01% 149
2021
Q3 		$7K Buy
+185
New +$7.77K 0.01% 158

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Laurel Wealth Planning's KR Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Kroger (KR) in Q1 2023, closing a stake of 185 shares — an estimated $8.25K sold.

Laurel Wealth Planning first reported a position in KR in Q3 2021 and held it in 6 quarters. The position peaked at $11K in Q1 2022. 1,076 funds tracked by Wall St. Rank hold KR as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Kroger position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 185 Kroger shares in Q1 2023, an estimated $8.25K.
  • Laurel Wealth Planning first reported a position in Kroger in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's Kroger position peaked at $11K in Q1 2022.
  • 1,076 funds tracked by Wall St. Rank held Kroger as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.