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Sterling Investment Advisors (Pennsylvania)’s Kroger KR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-250
Closed -$12K – 318
2022
Q2 		$12K Hold
250
– – ﹤0.01% 382
2022
Q1 		$14K Hold
250
– – ﹤0.01% 400
2021
Q4 		$11K Buy
+250
New +$10.5K ﹤0.01% 428
2020
Q4 		– Sell
-6,000
Closed -$203K – 463
2020
Q3 		$203K Buy
6,000
+4,000
+200% +$138K 0.08% 124
2020
Q2 		$67K Hold
2,000
– – 0.03% 189
2020
Q1 		$60K Sell
2,000
-2,000
-50% -$58.7K 0.03% 176
2019
Q4 		$115K Buy
4,000
+1,000
+33% +$26.5K 0.05% 145
2019
Q3 		$77K Buy
3,000
+1,000
+50% +$23.3K 0.04% 173
2019
Q2 		$43K Buy
2,000
+1,000
+100% +$24.3K 0.02% 221
2019
Q1 		$25K Buy
+1,000
New +$27.4K 0.01% 276
2017
Q3 		– Sell
-128
Closed -$3K – 356
2017
Q2 		$3K Buy
+128
New +$3.63K ﹤0.01% 345

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s KR Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Kroger (KR) in Q3 2022, closing a stake of 250 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in KR in Q2 2017 and held it in 11 quarters. The position peaked at $203K in Q3 2020. 1,032 funds tracked by Wall St. Rank hold KR as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Kroger position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 250 Kroger shares in Q3 2022, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Kroger in Q2 2017 and held it in 11 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Kroger position peaked at $203K in Q3 2020.
  • 1,032 funds tracked by Wall St. Rank held Kroger as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.