Western Financial Corp’s Kroger KR Stock Holding History

Western Financial Corp’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
2022 Q3	–	Sell	-15,539	Closed	-$735K	–	101
2022 Q2	$735K	Sell	15,539 -295	-2%	-$15.7K	0.52%	39
2022 Q1	$908K	Buy	+15,834	New	+$786K	0.53%	41

Other funds holding KR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Financial Corp's KR Position: Q3 2022 in Review

Western Financial Corp sold out of Kroger (KR) in Q3 2022, closing a stake of 15,539 shares — an estimated $735K sold.

Western Financial Corp first reported a position in KR in Q1 2022 and held it in 2 quarters. The position peaked at $908K in Q1 2022. 1,032 funds tracked by Wall St. Rank hold KR as of Q3 2022.

Western Financial Corp reported no remaining Kroger position as of Q3 2022 after selling out during the quarter.
Western Financial Corp sold 15,539 Kroger shares in Q3 2022, an estimated $735K.
Western Financial Corp first reported a position in Kroger in Q1 2022 and held it in 2 quarters.
Western Financial Corp's Kroger position peaked at $908K in Q1 2022.
1,032 funds tracked by Wall St. Rank held Kroger as of Q3 2022.

Based on Western Financial Corp's 13F filing for Q3 2022, filed 4 Nov 2022.