Lenox Wealth Advisors’s Kroger KR Stock Holding History

Lenox Wealth 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 Q1	$1K	Sell	10 -23	-70%	-$1.14K	﹤0.01%	717
2021 Q4	$1K	Buy	+33	New	+$1.39K	﹤0.01%	863
2016 Q4	–	Sell	-170	Closed	-$5K	–	149
2016 Q3	$5K	Hold	170	–	–	﹤0.01%	185
2016 Q2	$6K	Hold	170	–	–	﹤0.01%	181
2016 Q1	$7K	Hold	170	–	–	﹤0.01%	179
2015 Q4	$7K	Sell	170 -624	-79%	-$24.2K	﹤0.01%	199
2015 Q3	$29K	Buy	794 +624	+367%	+$23.1K	0.01%	112
2015 Q2	$6K	Sell	170 -624	-79%	-$22.7K	﹤0.01%	195
2015 Q1	$30K	Hold	794	–	–	0.01%	99
2014 Q4	$25K	Buy	794 +170	+27%	+$4.92K	0.01%	113
2014 Q3	$16K	Buy	+624	New	+$15.8K	0.01%	142

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Advisors's KR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Kroger (KR) stake by 70% in Q1 2022, selling an estimated $1.14K and leaving 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Lenox Wealth Advisors first reported a position in KR in Q3 2014 and has held it in 11 quarters since. The position peaked at $30K in Q1 2015. 1,068 funds tracked by Wall St. Rank hold KR as of Q1 2022.

Lenox Wealth Advisors held 10 shares of Kroger worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 23 Kroger shares in Q1 2022, an estimated $1.14K.
Kroger made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #717 holding.
Lenox Wealth Advisors first reported a position in Kroger in Q3 2014 and has held it in 11 quarters since.
Lenox Wealth Advisors's Kroger position peaked at $30K in Q1 2015.
1,068 funds tracked by Wall St. Rank held Kroger as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.