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National Wealth Management Group’s Kroger KR Stock Holding History

National Wealth Management Group’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
2023
Q2 		– Sell
-11,099
Closed -$546K – 155
2023
Q1 		$546K Buy
+11,099
New +$507K 0.62% 42
2022
Q3 		– Sell
-5,750
Closed -$272K – 144
2022
Q2 		$272K Buy
5,750
+2,007
+54% +$107K 0.34% 78
2022
Q1 		$215K Buy
+3,743
New +$186K 0.21% 102

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

National Wealth Management Group's KR Position: Q2 2023 in Review

National Wealth Management Group sold out of Kroger (KR) in Q2 2023, closing a stake of 11,099 shares — an estimated $546K sold.

National Wealth Management Group first reported a position in KR in Q1 2022 and held it in 3 quarters. The position peaked at $546K in Q1 2023. 1,082 funds tracked by Wall St. Rank hold KR as of Q2 2023.

  • National Wealth Management Group reported no remaining Kroger position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 11,099 Kroger shares in Q2 2023, an estimated $546K.
  • National Wealth Management Group first reported a position in Kroger in Q1 2022 and held it in 3 quarters.
  • National Wealth Management Group's Kroger position peaked at $546K in Q1 2023.
  • 1,082 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.