LF
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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's KR Position: Q1 2024 in Review

Lee Financial sold out of Kroger (KR) in Q1 2024, closing a stake of 63 shares — an estimated $2.88K sold.

Lee Financial first reported a position in KR in Q3 2018 and held it in 13 quarters. The position peaked at $101K in Q3 2018. 1,184 funds tracked by Wall St. Rank hold KR as of Q1 2024.

  • Lee Financial reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 63 Kroger shares in Q1 2024, an estimated $2.88K.
  • Lee Financial first reported a position in Kroger in Q3 2018 and held it in 13 quarters.
  • Lee Financial's Kroger position peaked at $101K in Q3 2018.
  • 1,184 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.