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Safeguard Investment Advisory Group’s Kroger KR Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-345
Closed -$10K – 421
2020
Q4 		$10K Buy
+345
New +$11.2K 0.01% 412

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Renaissance Technologies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Safeguard Investment Advisory Group's KR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Kroger (KR) in Q1 2021, closing a stake of 345 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in KR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 911 funds tracked by Wall St. Rank hold KR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Kroger position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 345 Kroger shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Kroger in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Kroger position peaked at $10K in Q4 2020.
  • 911 funds tracked by Wall St. Rank held Kroger as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.