MSFP
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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 $5.7T AUM 30.48% 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 $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return