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Vontobel Swiss Wealth Advisors’s Kroger KR Stock Holding History

Vontobel Swiss Wealth 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
2021
Q2 		$7.52M Buy
200,271
+23,224
+13% +$874K 3.86% 11
2021
Q1 		$6.37M Buy
177,047
+37,298
+27% +$1.27M 3.55% 16
2020
Q4 		$4.44M Buy
139,749
+2,488
+2% +$80.6K 2.52% 20
2020
Q3 		$4.53M Buy
137,261
+10,920
+9% +$377K 3.16% 17
2020
Q2 		$4.28M Sell
126,341
-25,361
-17% -$823K 2.81% 18
2020
Q1 		$4.57M Sell
151,702
-455
-0.3% -$13.4K 3.48% 6
2019
Q4 		$4.41M Buy
152,157
+141,697
+1,355% +$3.76M 2.88% 6
2019
Q3 		$270K Buy
+10,460
New +$243K 0.17% 89

Other funds holding KR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vontobel Swiss Wealth Advisors's KR Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Kroger (KR) stake by 13% in Q2 2021, buying an estimated $874K and bringing the position to 200,271 shares worth $7.52M. The position accounts for 3.86% of the portfolio, ranked #11.

Vontobel Swiss Wealth Advisors first reported a position in KR in Q3 2019 and has held it in 8 quarters since. 924 funds tracked by Wall St. Rank hold KR as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 200,271 shares of Kroger worth $7.52M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 23,224 Kroger shares in Q2 2021, an estimated $874K.
  • Kroger made up 3.86% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #11 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Kroger in Q3 2019 and has held it in 8 quarters since.
  • 924 funds tracked by Wall St. Rank held Kroger as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.