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Squar Milner Financial Services’s Kroger KR Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-60
Closed -$1K – 476
2020
Q1 		$1K Sell
60
-30
-33% -$880 ﹤0.01% 725
2019
Q4 		$2K Buy
+90
New +$2.39K ﹤0.01% 745
2019
Q3 		– Sell
-1,696
Closed -$37K – 483
2019
Q2 		$37K Sell
1,696
-69
-4% -$1.68K 0.02% 380
2019
Q1 		$43K Hold
1,765
– – 0.03% 337
2018
Q4 		$49K Buy
1,765
+114
+7% +$3.31K 0.05% 293
2018
Q3 		$48K Buy
1,651
+299
+22% +$8.9K 0.04% 308
2018
Q2 		$38K Buy
+1,352
New +$34K 0.03% 379

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Squar Milner Financial Services's KR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Kroger (KR) in Q2 2020, closing a stake of 60 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in KR in Q2 2018 and held it in 7 quarters. The position peaked at $49K in Q4 2018. 863 funds tracked by Wall St. Rank hold KR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Kroger position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 60 Kroger shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Kroger in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Kroger position peaked at $49K in Q4 2018.
  • 863 funds tracked by Wall St. Rank held Kroger as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.