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Smith & Howard Wealth Management’s Kroger KR Stock Holding History

Smith & Howard 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
2019
Q1 		– Sell
-8,104
Closed -$223K – 61
2018
Q4 		$223K Buy
+8,104
New +$235K 0.12% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith & Howard Wealth Management's KR Position: Q1 2019 in Review

Smith & Howard Wealth Management sold out of Kroger (KR) in Q1 2019, closing a stake of 8,104 shares — an estimated $223K sold.

Smith & Howard Wealth Management first reported a position in KR in Q4 2018 and held it in 1 quarter. The position peaked at $223K in Q4 2018. 777 funds tracked by Wall St. Rank hold KR as of Q1 2019.

  • Smith & Howard Wealth Management reported no remaining Kroger position as of Q1 2019 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 8,104 Kroger shares in Q1 2019, an estimated $223K.
  • Smith & Howard Wealth Management first reported a position in Kroger in Q4 2018 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Kroger position peaked at $223K in Q4 2018.
  • 777 funds tracked by Wall St. Rank held Kroger as of Q1 2019.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.