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SkyOak Wealth’s Kroger KR Stock Holding History

SkyOak Wealth’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
Q2 		– Sell
-6,550
Closed -$376K – 239
2022
Q1 		$376K Hold
6,550
– – 0.1% 152
2021
Q4 		$296K Sell
6,550
-500
-7% -$21K 0.08% 183
2021
Q3 		$285K Sell
7,050
-300
-4% -$12.6K 0.08% 184
2021
Q2 		$282K Hold
7,350
– – 0.08% 181
2021
Q1 		$269K Sell
7,350
-1,104
-13% -$37.7K 0.07% 180
2020
Q4 		$268K Sell
8,454
-896
-10% -$29K 0.08% 175
2020
Q3 		$317K Sell
9,350
-2,016
-18% -$69.6K 0.11% 146
2020
Q2 		$385K Buy
11,366
+166
+1% +$5.38K 0.14% 151
2020
Q1 		$337K Buy
11,200
+1,700
+18% +$49.9K 0.17% 144
2019
Q4 		$275K Buy
+9,500
New +$252K 0.09% 243

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 $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

SkyOak Wealth's KR Position: Q2 2022 in Review

SkyOak Wealth sold out of Kroger (KR) in Q2 2022, closing a stake of 6,550 shares — an estimated $376K sold.

SkyOak Wealth first reported a position in KR in Q4 2019 and held it in 10 quarters. The position peaked at $385K in Q2 2020. 1,056 funds tracked by Wall St. Rank hold KR as of Q2 2022.

  • SkyOak Wealth reported no remaining Kroger position as of Q2 2022 after selling out during the quarter.
  • SkyOak Wealth sold 6,550 Kroger shares in Q2 2022, an estimated $376K.
  • SkyOak Wealth first reported a position in Kroger in Q4 2019 and held it in 10 quarters.
  • SkyOak Wealth's Kroger position peaked at $385K in Q2 2020.
  • 1,056 funds tracked by Wall St. Rank held Kroger as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.