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New England Research & Management’s Kroger KR Stock Holding History

New England Research & 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
2023
Q1 		– Sell
-21,305
Closed -$950K – 163
2022
Q4 		$950K Buy
21,305
+8,750
+70% +$402K 0.55% 71
2022
Q3 		$549K Buy
+12,555
New +$596K 0.35% 94
2021
Q1 		– Sell
-11,725
Closed -$372K – 184
2020
Q4 		$372K Buy
+11,725
New +$380K 0.23% 113
2020
Q3 		– Sell
-13,050
Closed -$442K – 148
2020
Q2 		$442K Sell
13,050
-6,375
-33% -$207K 0.32% 99
2020
Q1 		$585K Buy
+19,425
New +$570K 0.5% 72

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

New England Research & Management's KR Position: Q1 2023 in Review

New England Research & Management sold out of Kroger (KR) in Q1 2023, closing a stake of 21,305 shares — an estimated $950K sold.

New England Research & Management first reported a position in KR in Q1 2020 and held it in 5 quarters. The position peaked at $950K in Q4 2022. 1,076 funds tracked by Wall St. Rank hold KR as of Q1 2023.

  • New England Research & Management reported no remaining Kroger position as of Q1 2023 after selling out during the quarter.
  • New England Research & Management sold 21,305 Kroger shares in Q1 2023, an estimated $950K.
  • New England Research & Management first reported a position in Kroger in Q1 2020 and held it in 5 quarters.
  • New England Research & Management's Kroger position peaked at $950K in Q4 2022.
  • 1,076 funds tracked by Wall St. Rank held Kroger as of Q1 2023.

Based on New England Research & Management's 13F filing for Q1 2023, filed 6 Apr 2023.