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Summit Financial Strategies’s Kroger KR Stock Holding History

Summit Financial Strategies’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 		– Sell
-8,994
Closed -$515K – 150
2024
Q3 		$515K Buy
8,994
+37
+0.4% +$1.99K 0.06% 79
2024
Q2 		$447K Buy
8,957
+5
+0.1% +$269 0.06% 85
2024
Q1 		$511K Sell
8,952
-165
-2% -$8.13K 0.07% 77
2023
Q4 		$417K Sell
9,117
-209
-2% -$9.28K 0.06% 84
2023
Q3 		$417K Sell
9,326
-533
-5% -$25.1K 0.08% 72
2023
Q2 		$463K Buy
9,859
+36
+0.4% +$1.72K 0.09% 68
2023
Q1 		$485K Sell
9,823
-258
-3% -$11.8K 0.1% 70
2022
Q4 		$449K Sell
10,081
-5,766
-36% -$265K 0.1% 71
2022
Q3 		$693K Buy
15,847
+4,353
+38% +$207K 0.16% 46
2022
Q2 		$544K Sell
11,494
-826
-7% -$44K 0.13% 58
2022
Q1 		$707K Sell
12,320
-1,030
-8% -$51.1K 0.14% 46
2021
Q4 		$604K Sell
13,350
-1,936
-13% -$81.4K 0.12% 55
2021
Q3 		$618K Buy
+15,286
New +$642K 0.12% 57
2015
Q4 		– Sell
-11,148
Closed -$402K – 47
2015
Q3 		$402K Buy
+11,148
New +$413K 0.33% 29

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 $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial Strategies's KR Position: Q4 2024 in Review

Summit Financial Strategies sold out of Kroger (KR) in Q4 2024, closing a stake of 8,994 shares — an estimated $515K sold.

Summit Financial Strategies first reported a position in KR in Q3 2015 and held it in 14 quarters. The position peaked at $707K in Q1 2022. 1,309 funds tracked by Wall St. Rank hold KR as of Q4 2024.

  • Summit Financial Strategies reported no remaining Kroger position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 8,994 Kroger shares in Q4 2024, an estimated $515K.
  • Summit Financial Strategies first reported a position in Kroger in Q3 2015 and held it in 14 quarters.
  • Summit Financial Strategies's Kroger position peaked at $707K in Q1 2022.
  • 1,309 funds tracked by Wall St. Rank held Kroger as of Q4 2024.

Based on Summit Financial Strategies's 13F filing for Q4 2024, filed 22 Jan 2025.