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Mark Sheptoff Financial Planning’s Kroger KR Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q1 		– Sell
-200
Closed -$6K – 386
2020
Q4 		$6K Buy
+200
New +$6.48K ﹤0.01% 302
2018
Q4 		– Sell
-700
Closed -$20K – 347
2018
Q3 		$20K Buy
+700
New +$20.8K 0.01% 240
2016
Q3 		– Sell
-1,582
Closed -$58K – 360
2016
Q2 		$58K Hold
1,582
– – 0.04% 151
2016
Q1 		$61K Buy
1,582
+200
+14% +$7.72K 0.05% 142
2015
Q4 		$58K Buy
1,382
+200
+17% +$7.75K 0.05% 159
2015
Q3 		$43K Buy
+1,182
New +$43.8K 0.04% 168

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mark Sheptoff Financial Planning's KR Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Kroger (KR) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Mark Sheptoff Financial Planning first reported a position in KR in Q3 2015 and held it in 6 quarters. The position peaked at $61K in Q1 2016. 912 funds tracked by Wall St. Rank hold KR as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining Kroger position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Kroger shares in Q1 2021, an estimated $6K.
  • Mark Sheptoff Financial Planning first reported a position in Kroger in Q3 2015 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Kroger position peaked at $61K in Q1 2016.
  • 912 funds tracked by Wall St. Rank held Kroger as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.