LM Advisors’s Kroger KR Stock Holding History

LM 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
2024 Q1	–	Sell	-2,400	Closed	-$110K	–	487
2023 Q4	$110K	Buy	+2,400	New	+$107K	0.02%	246

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LM Advisors's KR Position: Q1 2024 in Review

LM Advisors sold out of Kroger (KR) in Q1 2024, closing a stake of 2,400 shares — an estimated $110K sold.

LM Advisors first reported a position in KR in Q4 2023 and held it in 1 quarter. The position peaked at $110K in Q4 2023. 1,182 funds tracked by Wall St. Rank hold KR as of Q1 2024.

LM Advisors reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 2,400 Kroger shares in Q1 2024, an estimated $110K.
LM Advisors first reported a position in Kroger in Q4 2023 and held it in 1 quarter.
LM Advisors's Kroger position peaked at $110K in Q4 2023.
1,182 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.