MJP
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Michael J. Puzo’s Kroger KR Stock Holding History

Michael J. Puzo’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
2016
Q3 		– Sell
-6,020
Closed -$221K – 78
2016
Q2 		$221K Hold
6,020
– – 0.15% 73
2016
Q1 		$230K Buy
6,020
+960
+19% +$37.1K 0.15% 72
2015
Q4 		$212K Buy
+5,060
New +$196K 0.15% 69

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Michael J. Puzo's KR Position: Q3 2016 in Review

Michael J. Puzo sold out of Kroger (KR) in Q3 2016, closing a stake of 6,020 shares — an estimated $221K sold.

Michael J. Puzo first reported a position in KR in Q4 2015 and held it in 3 quarters. The position peaked at $230K in Q1 2016. 775 funds tracked by Wall St. Rank hold KR as of Q3 2016.

  • Michael J. Puzo reported no remaining Kroger position as of Q3 2016 after selling out during the quarter.
  • Michael J. Puzo sold 6,020 Kroger shares in Q3 2016, an estimated $221K.
  • Michael J. Puzo first reported a position in Kroger in Q4 2015 and held it in 3 quarters.
  • Michael J. Puzo's Kroger position peaked at $230K in Q1 2016.
  • 775 funds tracked by Wall St. Rank held Kroger as of Q3 2016.

Based on Michael J. Puzo's 13F filing for Q3 2016, filed 16 Nov 2016.