Rational Advisors’s Kroger KR Stock Holding History

Rational Advisors’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 Q4	–	Sell	-2,966	Closed	-$101K	–	430
2020 Q3	$101K	Buy	2,966 +2,713	+1,072%	+$93.7K	0.04%	153
2020 Q2	$9K	Buy	+253	New	+$8.21K	﹤0.01%	375
2020 Q1	–	Sell	-223	Closed	-$6K	–	357
2019 Q4	$6K	Sell	223 -2,637	-92%	-$69.9K	﹤0.01%	476
2019 Q3	$74K	Buy	2,860 +2,335	+445%	+$54.3K	0.03%	316
2019 Q2	$11K	Buy	525 +422	+410%	+$10.3K	﹤0.01%	484
2019 Q1	$3K	Sell	103 -1,568	-94%	-$43K	﹤0.01%	487
2018 Q4	$46K	Buy	1,671 +1,645	+6,327%	+$47.7K	0.01%	289
2018 Q3	$1K	Sell	26 -986	-97%	-$29.3K	﹤0.01%	499
2018 Q2	$29K	Buy	1,012 +957	+1,740%	+$24.1K	0.01%	301
2018 Q1	$1K	Buy	+55	New	+$1.49K	﹤0.01%	496
2016 Q4	–	Sell	-3,719	Closed	-$110K	–	259
2016 Q3	$110K	Buy	+3,719	New	+$124K	0.07%	226
2013 Q4	$300K	Sell	15,200 -11,300	-43%	-$234K	0.03%	423
2013 Q3	$535K	Sell	26,500 -42,000	-61%	-$807K	0.04%	385
2013 Q2	$1.18M	Buy	+68,500	New	+$1.17M	0.1%	303

Other funds holding KR

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

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

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return