Phoenix Financial’s Kroger KR Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-4,416	Closed	-$253K	–	383
2024 Q3	$253K	Buy	+4,416	New	+$237K	﹤0.01%	312

Other funds holding KR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial's KR Position: Q4 2024 in Review

Phoenix Financial sold out of Kroger (KR) in Q4 2024, closing a stake of 4,416 shares — an estimated $253K sold.

Phoenix Financial first reported a position in KR in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Phoenix Financial reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
Phoenix Financial sold 4,416 Kroger shares in Q4 2024, an estimated $253K.
Phoenix Financial first reported a position in Kroger in Q3 2024 and held it in 1 quarter.
Phoenix Financial's Kroger position peaked at $253K in Q3 2024.
1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Phoenix Financial's 13F filing for Q4 2024, filed 13 Feb 2025.