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Tilia Fiduciary Partners’s Kroger KR Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-494
Closed -$23.2K – 296
2023
Q2 		$23.2K Hold
494
– – 0.02% 286
2023
Q1 		$24.4K Hold
494
– – 0.02% 281
2022
Q4 		$22K Hold
494
– – 0.02% 276
2022
Q3 		$23K Buy
494
+194
+65% +$9.22K 0.02% 272
2022
Q2 		$14K Hold
300
– – 0.01% 352
2022
Q1 		$17K Buy
+300
New +$14.9K 0.01% 346

Other funds holding KR

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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 $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $55.1B AUM 45.38% 1-Year Est. Return

Tilia Fiduciary Partners's KR Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Kroger (KR) in Q3 2023, closing a stake of 494 shares — an estimated $23.2K sold.

Tilia Fiduciary Partners first reported a position in KR in Q1 2022 and held it in 6 quarters. The position peaked at $24.4K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold KR as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Kroger position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 494 Kroger shares in Q3 2023, an estimated $23.2K.
  • Tilia Fiduciary Partners first reported a position in Kroger in Q1 2022 and held it in 6 quarters.
  • Tilia Fiduciary Partners's Kroger position peaked at $24.4K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held Kroger as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.