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Welch Capital Partners’s Kroger KR Stock Holding History

Welch Capital Partners’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
2017
Q1 		– Sell
-203,545
Closed -$7.02M – 42
2016
Q4 		$7.02M Buy
203,545
+7,430
+4% +$242K 2.37% 21
2016
Q3 		$5.82M Buy
+196,115
New +$6.52M 1.9% 28

Other funds holding KR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Capital Partners's KR Position: Q1 2017 in Review

Welch Capital Partners sold out of Kroger (KR) in Q1 2017, closing a stake of 203,545 shares — an estimated $7.02M sold.

Welch Capital Partners first reported a position in KR in Q3 2016 and held it in 2 quarters. The position peaked at $7.02M in Q4 2016. 781 funds tracked by Wall St. Rank hold KR as of Q1 2017.

  • Welch Capital Partners reported no remaining Kroger position as of Q1 2017 after selling out during the quarter.
  • Welch Capital Partners sold 203,545 Kroger shares in Q1 2017, an estimated $7.02M.
  • Welch Capital Partners first reported a position in Kroger in Q3 2016 and held it in 2 quarters.
  • Welch Capital Partners's Kroger position peaked at $7.02M in Q4 2016.
  • 781 funds tracked by Wall St. Rank held Kroger as of Q1 2017.

Based on Welch Capital Partners's 13F filing for Q1 2017, filed 10 May 2017.