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Legend Financial Advisors’s Kroger KR Stock Holding History

Legend Financial 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
2023
Q2 		– Sell
-50
Closed -$2.47K – 218
2023
Q1 		$2.47K Hold
50
– – ﹤0.01% 206
2022
Q4 		$2.23K Hold
50
– – ﹤0.01% 217
2022
Q3 		$2.19K Buy
+50
New +$2.38K ﹤0.01% 205

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Legend Financial Advisors's KR Position: Q2 2023 in Review

Legend Financial Advisors sold out of Kroger (KR) in Q2 2023, closing a stake of 50 shares — an estimated $2.47K sold.

Legend Financial Advisors first reported a position in KR in Q3 2022 and held it in 3 quarters. The position peaked at $2.47K in Q1 2023. 1,083 funds tracked by Wall St. Rank hold KR as of Q2 2023.

  • Legend Financial Advisors reported no remaining Kroger position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 50 Kroger shares in Q2 2023, an estimated $2.47K.
  • Legend Financial Advisors first reported a position in Kroger in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Kroger position peaked at $2.47K in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.