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MinichMacGregor Wealth Management’s Kroger KR Stock Holding History

MinichMacGregor 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
2020
Q2 		– Sell
-19,540
Closed -$626K – 91
2020
Q1 		$626K Buy
+19,540
New +$573K 0.56% 51
2019
Q1 		– Sell
-10,098
Closed -$203K – 87
2018
Q4 		$203K Buy
+10,098
New +$293K 0.14% 89
2016
Q1 		– Sell
-11
Closed – – 456
2015
Q4 		$0 Buy
+11
New +$426 ﹤0.01% 388

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

MinichMacGregor Wealth Management's KR Position: Q2 2020 in Review

MinichMacGregor Wealth Management sold out of Kroger (KR) in Q2 2020, closing a stake of 19,540 shares — an estimated $626K sold.

MinichMacGregor Wealth Management first reported a position in KR in Q4 2015 and held it in 3 quarters. The position peaked at $626K in Q1 2020. 862 funds tracked by Wall St. Rank hold KR as of Q2 2020.

  • MinichMacGregor Wealth Management reported no remaining Kroger position as of Q2 2020 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 19,540 Kroger shares in Q2 2020, an estimated $626K.
  • MinichMacGregor Wealth Management first reported a position in Kroger in Q4 2015 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Kroger position peaked at $626K in Q1 2020.
  • 862 funds tracked by Wall St. Rank held Kroger as of Q2 2020.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.