True Link Financial Advisors’s Kroger KR Stock Holding History

True Link Financial Advisors’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 Q4	–	Sell	-5,325	Closed	-$238K	–	89
2023 Q3	$238K	Hold	5,325	–	–	0.03%	99
2023 Q2	$250K	Hold	5,325	–	–	0.03%	106
2023 Q1	$263K	Hold	5,325	–	–	0.03%	110
2022 Q4	$237K	Hold	5,325	–	–	0.03%	111
2022 Q3	$233K	Hold	5,325	–	–	0.03%	122
2022 Q2	$252K	Hold	5,325	–	–	0.04%	113
2022 Q1	$305K	Hold	5,325	–	–	0.04%	108
2021 Q4	$241K	Sell	5,325 -55	-1%	-$2.31K	0.03%	216
2021 Q3	$218K	Hold	5,380	–	–	0.03%	201
2021 Q2	$206K	Buy	5,380 +55	+1%	+$2.07K	0.03%	192
2021 Q1	$192K	Hold	5,325	–	–	0.03%	254
2020 Q4	$169K	Buy	+5,325	New	+$173K	0.03%	289

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

True Link Financial Advisors's KR Position: Q4 2023 in Review

True Link Financial Advisors sold out of Kroger (KR) in Q4 2023, closing a stake of 5,325 shares — an estimated $238K sold.

True Link Financial Advisors first reported a position in KR in Q4 2020 and held it in 12 quarters. The position peaked at $305K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold KR as of Q4 2023.

True Link Financial Advisors reported no remaining Kroger position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 5,325 Kroger shares in Q4 2023, an estimated $238K.
True Link Financial Advisors first reported a position in Kroger in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's Kroger position peaked at $305K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Kroger as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.