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Personal CFO Solutions’s Kroger KR Stock Holding History

Personal CFO Solutions’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
2024
Q1 		– Sell
-5,356
Closed -$245K – 564
2023
Q4 		$245K Sell
5,356
-1,586
-23% -$70.4K 0.04% 431
2023
Q3 		$311K Sell
6,942
-7
-0.1% -$329 0.06% 311
2023
Q2 		$327K Sell
6,949
-621
-8% -$29.6K 0.07% 310
2023
Q1 		$374K Buy
+7,570
New +$346K 0.08% 261
2021
Q4 		– Sell
-15,353
Closed -$621K – 495
2021
Q3 		$621K Sell
15,353
-220
-1% -$9.24K 0.13% 157
2021
Q2 		$597K Buy
15,573
+959
+7% +$36.1K 0.12% 162
2021
Q1 		$526K Buy
14,614
+2,284
+19% +$78K 0.11% 163
2020
Q4 		$392K Buy
+12,330
New +$400K 0.1% 197

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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal CFO Solutions's KR Position: Q1 2024 in Review

Personal CFO Solutions sold out of Kroger (KR) in Q1 2024, closing a stake of 5,356 shares — an estimated $245K sold.

Personal CFO Solutions first reported a position in KR in Q4 2020 and held it in 8 quarters. The position peaked at $621K in Q3 2021. 1,184 funds tracked by Wall St. Rank hold KR as of Q1 2024.

  • Personal CFO Solutions reported no remaining Kroger position as of Q1 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,356 Kroger shares in Q1 2024, an estimated $245K.
  • Personal CFO Solutions first reported a position in Kroger in Q4 2020 and held it in 8 quarters.
  • Personal CFO Solutions's Kroger position peaked at $621K in Q3 2021.
  • 1,184 funds tracked by Wall St. Rank held Kroger as of Q1 2024.

Based on Personal CFO Solutions's 13F filing for Q1 2024, filed 13 May 2024.