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MPS Loria Financial Planners’s Kroger KR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-278
Closed -$10K – 360
2021
Q1 		$10K Hold
278
– – ﹤0.01% 293
2020
Q4 		$9K Buy
278
+78
+39% +$2.53K ﹤0.01% 310
2020
Q3 		$7K Hold
200
– – ﹤0.01% 258
2020
Q2 		$7K Buy
+200
New +$6.49K ﹤0.01% 267
2017
Q3 		– Sell
-685
Closed -$16K – 220
2017
Q2 		$16K Buy
+685
New +$19.4K 0.01% 250

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MPS Loria Financial Planners's KR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kroger (KR) in Q2 2021, closing a stake of 278 shares — an estimated $10K sold.

MPS Loria Financial Planners first reported a position in KR in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q2 2017. 925 funds tracked by Wall St. Rank hold KR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kroger position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 278 Kroger shares in Q2 2021, an estimated $10K.
  • MPS Loria Financial Planners first reported a position in Kroger in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Kroger position peaked at $16K in Q2 2017.
  • 925 funds tracked by Wall St. Rank held Kroger as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.