Sugarloaf Wealth Management’s Kroger KR Stock Holding History

Sugarloaf 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
2024 Q4	$31.1K	Hold	509	–	–	0.01%	350
2024 Q3	$29.2K	Hold	509	–	–	0.01%	364
2024 Q2	$25.4K	Hold	509	–	–	0.01%	363
2024 Q1	$29.1K	Hold	509	–	–	0.01%	358
2023 Q4	$23.3K	Sell	509 -500	-50%	-$22.2K	0.01%	378
2023 Q3	$45.2K	Hold	1,009	–	–	0.01%	299
2023 Q2	$47.4K	Hold	1,009	–	–	0.01%	295
2023 Q1	$49.8K	Hold	1,009	–	–	0.01%	294
2022 Q4	$45K	Hold	1,009	–	–	0.01%	302
2022 Q3	$45K	Hold	1,009	–	–	0.01%	297
2022 Q2	$48K	Hold	1,009	–	–	0.01%	291
2022 Q1	$58K	Hold	1,009	–	–	0.01%	262
2021 Q4	$46K	Hold	1,009	–	–	0.01%	305
2021 Q3	$41K	Sell	1,009 -1,164	-54%	-$48.9K	0.01%	304
2021 Q2	$83K	Hold	2,173	–	–	0.02%	212
2021 Q1	$78	Hold	2,173	–	–	0.02%	221
2020 Q4	$69K	Hold	2,173	–	–	0.02%	218
2020 Q3	$74K	Sell	2,173 -200	-8%	-$6.91K	0.03%	185
2020 Q2	$80K	Hold	2,373	–	–	0.03%	180
2020 Q1	$71K	Sell	2,373 -430	-15%	-$12.6K	0.03%	178
2019 Q4	$81K	Buy	+2,803	New	+$74.3K	0.03%	201

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's KR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Kroger (KR) position steady in Q4 2024 at 509 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #350.

Sugarloaf Wealth Management first reported a position in KR in Q4 2019 and has held it in 21 quarters since. The position peaked at $83K in Q2 2021. 1,308 funds tracked by Wall St. Rank hold KR as of Q4 2024.

Sugarloaf Wealth Management held 509 shares of Kroger worth $31.1K as of Q4 2024.
Sugarloaf Wealth Management left its Kroger share count unchanged in Q4 2024.
Kroger made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #350 holding.
Sugarloaf Wealth Management first reported a position in Kroger in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Kroger position peaked at $83K in Q2 2021.
1,308 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.