Morton Brown Family Wealth’s Kroger KR Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-88	Closed	-$4K	–	281
2022 Q2	$4K	Buy	+88	New	+$4.69K	﹤0.01%	161

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Morton Brown Family Wealth's KR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Kroger (KR) in Q3 2022, closing a stake of 88 shares — an estimated $4K sold.

Morton Brown Family Wealth first reported a position in KR in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 1,031 funds tracked by Wall St. Rank hold KR as of Q3 2022.

Morton Brown Family Wealth reported no remaining Kroger position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 88 Kroger shares in Q3 2022, an estimated $4K.
Morton Brown Family Wealth first reported a position in Kroger in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Kroger position peaked at $4K in Q2 2022.
1,031 funds tracked by Wall St. Rank held Kroger as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.