TL
KR icon

TrueWealth LLC’s Kroger KR Stock Holding History

TrueWealth LLC’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
2020
Q2 		$31K Buy
926
+2
+0.2% +$65 0.01% 328
2020
Q1 		$28K Buy
924
+2
+0.2% +$59 0.01% 316
2019
Q4 		$27K Buy
922
+2
+0.2% +$53 0.01% 342
2019
Q3 		$24K Buy
920
+2
+0.2% +$47 0.01% 347
2019
Q2 		$20K Buy
918
+2
+0.2% +$49 0.01% 370
2019
Q1 		$23K Hold
916
– – 0.01% 353
2018
Q4 		$25K Hold
916
– – 0.01% 331
2018
Q3 		$27K Hold
916
– – 0.01% 347
2018
Q2 		$26K Hold
916
– – 0.01% 346
2018
Q1 		$22K Hold
916
– – 0.01% 348
2017
Q4 		$25K Buy
+916
New +$21.3K 0.01% 376

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's KR Position: Q2 2020 in Review

TrueWealth LLC increased its Kroger (KR) stake by 0.22% in Q2 2020, buying an estimated $65 and bringing the position to 926 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #328.

TrueWealth LLC first reported a position in KR in Q4 2017 and has held it in 11 quarters since. 863 funds tracked by Wall St. Rank hold KR as of Q2 2020.

  • TrueWealth LLC held 926 shares of Kroger worth $31K as of Q2 2020.
  • TrueWealth LLC bought 2 Kroger shares in Q2 2020, an estimated $65.
  • Kroger made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #328 holding.
  • TrueWealth LLC first reported a position in Kroger in Q4 2017 and has held it in 11 quarters since.
  • 863 funds tracked by Wall St. Rank held Kroger as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.