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SYSTM Wealth Solutions’s Kroger KR Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-27
Closed -$1.35K – 381
2024
Q2 		$1.35K Sell
27
-25,344
-100% -$1.36M ﹤0.01% 636
2024
Q1 		$1.45M Buy
25,371
+1,939
+8% +$95.5K 0.18% 157
2023
Q4 		$1.07M Sell
23,432
-519
-2% -$23K 0.15% 186
2023
Q3 		$1.07M Sell
23,951
-2,976
-11% -$140K 0.16% 172
2023
Q2 		$1.27M Sell
26,927
-1,820
-6% -$86.8K 0.17% 165
2023
Q1 		$1.42M Buy
28,747
+2,435
+9% +$111K 0.22% 123
2022
Q4 		$1.17M Buy
+26,312
New +$1.21M 0.15% 182

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SYSTM Wealth Solutions's KR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Kroger (KR) in Q3 2024, closing a stake of 27 shares — an estimated $1.35K sold.

SYSTM Wealth Solutions first reported a position in KR in Q4 2022 and held it in 7 quarters. The position peaked at $1.45M in Q1 2024. 1,203 funds tracked by Wall St. Rank hold KR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Kroger position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 27 Kroger shares in Q3 2024, an estimated $1.35K.
  • SYSTM Wealth Solutions first reported a position in Kroger in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Kroger position peaked at $1.45M in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Kroger as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.