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Legacy Advisors’s Kroger KR Stock Holding History

Legacy Advisors’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
Q4 		– Sell
-32,708
Closed -$1.43M – 245
2022
Q3 		$1.43M Buy
32,708
+2,299
+8% +$109K 0.32% 61
2022
Q2 		$1.44M Buy
30,409
+3,614
+13% +$193K 0.3% 58
2022
Q1 		$1.54M Buy
+26,795
New +$1.33M 0.3% 58
2019
Q2 		– Sell
-1,921
Closed -$47K – 393
2019
Q1 		$47K Buy
+1,921
New +$52.6K 0.02% 222
2018
Q4 		– Sell
-43,088
Closed -$1.25M – 259
2018
Q3 		$1.25M Buy
+43,088
New +$1.28M 0.62% 56
2017
Q1 		– Sell
-892
Closed -$30K – 214
2016
Q4 		$30K Buy
+892
New +$29.1K 0.04% 129

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's KR Position: Q4 2022 in Review

Legacy Advisors sold out of Kroger (KR) in Q4 2022, closing a stake of 32,708 shares — an estimated $1.43M sold.

Legacy Advisors first reported a position in KR in Q4 2016 and held it in 6 quarters. The position peaked at $1.54M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold KR as of Q4 2022.

  • Legacy Advisors reported no remaining Kroger position as of Q4 2022 after selling out during the quarter.
  • Legacy Advisors sold 32,708 Kroger shares in Q4 2022, an estimated $1.43M.
  • Legacy Advisors first reported a position in Kroger in Q4 2016 and held it in 6 quarters.
  • Legacy Advisors's Kroger position peaked at $1.54M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held Kroger as of Q4 2022.

Based on Legacy Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.