Reilly Financial Advisors’s Kroger KR Stock Holding History

Reilly Financial 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
2021 Q4	$5K	Buy	+115	New	+$4.83K	﹤0.01%	836
2021 Q3	–	Sell	-400	Closed	-$15K	–	989
2021 Q2	$15K	Buy	+400	New	+$15.1K	﹤0.01%	610
2020 Q2	–	Sell	-6,600	Closed	-$199K	–	932
2020 Q1	$199K	Buy	+6,600	New	+$194K	0.03%	165
2019 Q1	–	Sell	-80	Closed	-$2K	–	982
2018 Q4	$2K	Sell	80 -1,733	-96%	-$50.3K	﹤0.01%	857
2018 Q3	$53K	Buy	1,813 +1,633	+907%	+$48.6K	0.01%	349
2018 Q2	$5K	Hold	180	–	–	﹤0.01%	808
2018 Q1	$4K	Buy	+180	New	+$4.89K	﹤0.01%	809

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's KR Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Kroger (KR) in Q4 2021: 115 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in KR as recently as Q2 2021.

Reilly Financial Advisors first reported a position in KR in Q1 2018 and has held it in 7 quarters since. The position peaked at $199K in Q1 2020. 1,015 funds tracked by Wall St. Rank hold KR as of Q4 2021.

Reilly Financial Advisors held 115 shares of Kroger worth $5K as of Q4 2021.
Kroger was a new Reilly Financial Advisors position in Q4 2021.
Kroger made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #836 holding.
Reilly Financial Advisors first reported a position in Kroger in Q1 2018 and has held it in 7 quarters since.
Reilly Financial Advisors's Kroger position peaked at $199K in Q1 2020.
1,015 funds tracked by Wall St. Rank held Kroger as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.