Newfound Research’s Kroger KR Stock Holding History

Newfound Research’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	-36	Closed	-$1K	–	125
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	66
2019 Q4	$1K	Sell	36 -14	-28%	-$371	﹤0.01%	115
2019 Q3	$1K	Buy	50 +2	+4%	+$47	﹤0.01%	126
2019 Q2	$1K	Buy	48 +9	+23%	+$219	﹤0.01%	127
2019 Q1	$1K	Buy	39 +9	+30%	+$247	﹤0.01%	125
2018 Q4	$1K	Buy	30 +1	+3%	+$29	﹤0.01%	109
2018 Q3	$1K	Buy	29 +2	+7%	+$60	﹤0.01%	151
2018 Q2	$1K	Buy	27 +19	+238%	+$478	﹤0.01%	140
2018 Q1	$0	Sell	8 -31	-79%	-$842	﹤0.01%	214
2017 Q4	$1K	Hold	39	–	–	﹤0.01%	144
2017 Q3	$1K	Hold	39	–	–	﹤0.01%	141
2017 Q2	$1K	Hold	39	–	–	﹤0.01%	139
2017 Q1	$1K	Sell	39 -1	-3%	-$32	﹤0.01%	137
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	114
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	125
2016 Q2	$1K	Buy	+40	New	+$1.44K	﹤0.01%	117

Other funds holding KR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $761B 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