Lee Financial’s Kroger KR Stock Holding History

Lee Financial’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 Q1	–	Sell	-63	Closed	-$2.88K	–	524
2023 Q4	$2.88K	Buy	63 +39	+163%	+$1.73K	﹤0.01%	670
2023 Q3	$1.07K	Hold	24	–	–	﹤0.01%	768
2023 Q2	$1.13K	Hold	24	–	–	﹤0.01%	717
2023 Q1	$1.19K	Sell	24 -6	-20%	-$274	﹤0.01%	726
2022 Q4	$1.34K	Hold	30	–	–	﹤0.01%	754
2022 Q3	$1K	Buy	30 +6	+25%	+$285	﹤0.01%	763
2022 Q2	$1K	Sell	24 -31	-56%	-$1.65K	﹤0.01%	796
2022 Q1	$3K	Buy	55 +31	+129%	+$1.54K	﹤0.01%	579
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	848
2021 Q3	$1K	Sell	24 -20	-45%	-$840	﹤0.01%	673
2021 Q2	$2K	Buy	+44	New	+$1.66K	﹤0.01%	586
2019 Q1	–	Sell	-3,500	Closed	-$96K	–	530
2018 Q4	$96K	Buy	3,500 +17	+0.5%	+$493	0.03%	147
2018 Q3	$101K	Buy	+3,483	New	+$104K	0.02%	162

Other funds holding KR

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

BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return