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Realta Investment Advisors’s Kroger KR Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-161
Closed -$7.58K – 643
2023
Q3 		$7.58K Hold
161
– – ﹤0.01% 692
2023
Q2 		$7.58K Buy
+161
New +$7.68K ﹤0.01% 746
2023
Q1 		– Sell
-233
Closed -$10.4K – 657
2022
Q4 		$10.4K Buy
+233
New +$10.7K ﹤0.01% 716
2020
Q1 		– Sell
-459
Closed -$12K – 902
2019
Q4 		$12K Sell
459
-138
-23% -$3.66K ﹤0.01% 1084
2019
Q3 		$15K Sell
597
-4,532
-88% -$105K ﹤0.01% 1002
2019
Q2 		$111K Buy
5,129
+5,028
+4,978% +$122K 0.03% 473
2019
Q1 		$2K Buy
+101
New +$2.77K ﹤0.01% 1216

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's KR Position: Q4 2023 in Review

Realta Investment Advisors sold out of Kroger (KR) in Q4 2023, closing a stake of 161 shares — an estimated $7.58K sold.

Realta Investment Advisors first reported a position in KR in Q1 2019 and held it in 7 quarters. The position peaked at $111K in Q2 2019. 1,128 funds tracked by Wall St. Rank hold KR as of Q4 2023.

  • Realta Investment Advisors reported no remaining Kroger position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 161 Kroger shares in Q4 2023, an estimated $7.58K.
  • Realta Investment Advisors first reported a position in Kroger in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's Kroger position peaked at $111K in Q2 2019.
  • 1,128 funds tracked by Wall St. Rank held Kroger as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.