Merriman Wealth Management’s Kroger KR Stock Holding History

Merriman 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
2022 Q4	–	Sell	-5,628	Closed	-$246K	–	219
2022 Q3	$246K	Buy	+5,628	New	+$267K	0.02%	146
2021 Q3	–	Sell	-8,088	Closed	-$310K	–	213
2021 Q2	$310K	Hold	8,088	–	–	0.03%	179
2021 Q1	$291K	Hold	8,088	–	–	0.03%	157
2020 Q4	$257K	Hold	8,088	–	–	0.03%	181
2020 Q3	$274K	Hold	8,088	–	–	0.04%	138
2020 Q2	$274K	Hold	8,088	–	–	0.04%	140
2020 Q1	$244K	Hold	8,088	–	–	0.05%	132
2019 Q4	$234K	Sell	8,088 -2,900	-26%	-$76.9K	0.05%	162
2019 Q3	$283K	Sell	10,988 -635	-5%	-$14.8K	0.06%	147
2019 Q2	$2.51K	Hold	11,623	–	–	0.05%	162
2019 Q1	$286K	Buy	11,623 +3,435	+42%	+$94.1K	0.05%	169
2018 Q4	$226K	Hold	8,188	–	–	0.05%	146
2018 Q3	$238K	Buy	+8,188	New	+$244K	0.05%	156
2018 Q1	–	Sell	-7,341	Closed	-$202K	–	201
2017 Q4	$202K	Buy	+7,341	New	+$171K	0.05%	157

Other funds holding KR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

Geode Capital Management

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital World Investors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return