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Litman Gregory Wealth Management’s Kroger KR Stock Holding History

Litman Gregory Wealth Management’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
2019
Q4 		– Sell
-46
Closed -$1K – 239
2019
Q3 		$1K Sell
46
-45
-49% -$1.05K ﹤0.01% 209
2019
Q2 		$2K Buy
+91
New +$2.21K ﹤0.01% 219

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Litman Gregory Wealth Management's KR Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Kroger (KR) in Q4 2019, closing a stake of 46 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in KR in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 793 funds tracked by Wall St. Rank hold KR as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Kroger position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 46 Kroger shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Kroger in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Kroger position peaked at $2K in Q2 2019.
  • 793 funds tracked by Wall St. Rank held Kroger as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.