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Polaris Wealth Advisory Group’s Kroger KR Stock Holding History

Polaris Wealth Advisory 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
-293,100
Closed -$14.5M – 175
2023
Q1 		$14.5M Buy
293,100
+23,194
+9% +$1.06M 1.07% 32
2022
Q4 		$12.3M Buy
+269,906
New +$12.4M 0.92% 41
2020
Q2 		– Sell
-832,372
Closed -$25.1M – 155
2020
Q1 		$25.1M Buy
+832,372
New +$24.4M 2.72% 12
2018
Q4 		– Sell
-903
Closed -$26K – 310
2018
Q3 		$26K Buy
+903
New +$26.9K ﹤0.01% 302
2018
Q2 		– Sell
-100
Closed -$2K – 344
2018
Q1 		$2K Buy
+100
New +$2.72K ﹤0.01% 435

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
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

Polaris Wealth Advisory Group's KR Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Kroger (KR) in Q2 2023, closing a stake of 293,100 shares — an estimated $14.5M sold.

Polaris Wealth Advisory Group first reported a position in KR in Q1 2018 and held it in 5 quarters. The position peaked at $25.1M in Q1 2020. 1,083 funds tracked by Wall St. Rank hold KR as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining Kroger position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 293,100 Kroger shares in Q2 2023, an estimated $14.5M.
  • Polaris Wealth Advisory Group first reported a position in Kroger in Q1 2018 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Kroger position peaked at $25.1M in Q1 2020.
  • 1,083 funds tracked by Wall St. Rank held Kroger as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.