YorkBridge Wealth Partners’s Kroger KR Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-325	Closed	-$7K	–	440
2019 Q2	$7K	Hold	325	–	–	﹤0.01%	627
2019 Q1	$8K	Hold	325	–	–	﹤0.01%	615
2018 Q4	$9K	Buy	+325	New	+$9.43K	﹤0.01%	586
2018 Q3	–	Sell	-4,297	Closed	-$122K	–	800
2018 Q2	$122K	Hold	4,297	–	–	0.05%	259
2018 Q1	$101K	Hold	4,297	–	–	0.05%	291
2017 Q4	$122K	Sell	4,297 -80	-2%	-$1.86K	0.06%	249
2017 Q3	$88K	Buy	4,377 +265	+6%	+$5.97K	0.05%	308
2017 Q2	$97K	Sell	4,112 -211	-5%	-$5.99K	0.05%	277
2017 Q1	$125K	Buy	4,323 +171	+4%	+$5.46K	0.07%	221
2016 Q4	$141K	Buy	+4,152	New	+$135K	0.08%	192

Other funds holding KR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's KR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Kroger (KR) in Q3 2019, closing a stake of 325 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in KR in Q4 2016 and held it in 10 quarters. The position peaked at $141K in Q4 2016. 747 funds tracked by Wall St. Rank hold KR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Kroger position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 325 Kroger shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in Kroger in Q4 2016 and held it in 10 quarters.
YorkBridge Wealth Partners's Kroger position peaked at $141K in Q4 2016.
747 funds tracked by Wall St. Rank held Kroger as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.