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Walled Lake Planning & Wealth Management’s Kroger KR Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-51
Closed -$2K – 218
2021
Q3 		$2K Hold
51
– – ﹤0.01% 308
2021
Q2 		$2K Hold
51
– – ﹤0.01% 291
2021
Q1 		$2K Hold
51
– – ﹤0.01% 287
2020
Q4 		$2K Hold
51
– – ﹤0.01% 286
2020
Q3 		$2K Hold
51
– – ﹤0.01% 296
2020
Q2 		$2K Hold
51
– – ﹤0.01% 290
2020
Q1 		$2K Hold
51
– – ﹤0.01% 279
2019
Q4 		$1K Buy
+51
New +$1.35K ﹤0.01% 266

Other funds holding KR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KR Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Kroger (KR) in Q4 2021, closing a stake of 51 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in KR in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 1,014 funds tracked by Wall St. Rank hold KR as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Kroger position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 51 Kroger shares in Q4 2021, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Kroger in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Kroger position peaked at $2K in Q3 2021.
  • 1,014 funds tracked by Wall St. Rank held Kroger as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.