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WealthStone’s Kroger KR Stock Holding History

WealthStone’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
Q1 		$270K Buy
+7,518
New +$257K 0.09% 182
2020
Q4 		– Sell
-6,439
Closed -$218K – 257
2020
Q3 		$218K Sell
6,439
-2,862
-31% -$98.8K 0.1% 149
2020
Q2 		$315K Buy
+9,301
New +$302K 0.15% 109
2019
Q3 		– Sell
-25
Closed -$542 – 342
2019
Q2 		$542 Buy
+25
New +$608 ﹤0.01% 850

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

WealthStone's KR Position: Q1 2021 in Review

WealthStone opened a new position in Kroger (KR) in Q1 2021: 7,518 shares worth $270K. The stake represents 0.09% of the portfolio and ranks #182 among its holdings. This is a return to the name: WealthStone previously reported a position in KR as recently as Q3 2020.

WealthStone first reported a position in KR in Q2 2019 and has held it in 4 quarters since. The position peaked at $315K in Q2 2020. 910 funds tracked by Wall St. Rank hold KR as of Q1 2021.

  • WealthStone held 7,518 shares of Kroger worth $270K as of Q1 2021.
  • Kroger was a new WealthStone position in Q1 2021.
  • Kroger made up 0.09% of WealthStone's portfolio in Q1 2021, its #182 holding.
  • WealthStone first reported a position in Kroger in Q2 2019 and has held it in 4 quarters since.
  • WealthStone's Kroger position peaked at $315K in Q2 2020.
  • 910 funds tracked by Wall St. Rank held Kroger as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.