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Selective Wealth Management’s Kroger KR Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-380
Closed -$17K – 450
2022
Q3 		$17K Hold
380
– – 0.01% 449
2022
Q2 		$18K Hold
380
– – 0.01% 481
2022
Q1 		$22K Hold
380
– – 0.01% 431
2021
Q4 		$17K Hold
380
– – 0.01% 429
2021
Q3 		$15K Sell
380
-400
-51% -$16.8K 0.01% 393
2021
Q2 		$30K Buy
780
+300
+63% +$11.3K 0.02% 241
2021
Q1 		$17K Buy
480
+400
+500% +$13.7K 0.02% 209
2020
Q4 		$3K Buy
+80
New +$2.59K ﹤0.01% 320
2018
Q3 		$3K Buy
+100
New +$2.98K 0.04% 129

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Selective Wealth Management's KR Position: Q4 2022 in Review

Selective Wealth Management sold out of Kroger (KR) in Q4 2022, closing a stake of 380 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in KR in Q3 2018 and held it in 9 quarters. The position peaked at $30K in Q2 2021. 1,042 funds tracked by Wall St. Rank hold KR as of Q4 2022.

  • Selective Wealth Management reported no remaining Kroger position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 380 Kroger shares in Q4 2022, an estimated $17K.
  • Selective Wealth Management first reported a position in Kroger in Q3 2018 and held it in 9 quarters.
  • Selective Wealth Management's Kroger position peaked at $30K in Q2 2021.
  • 1,042 funds tracked by Wall St. Rank held Kroger as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.