ZIG
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Zuckerman Investment Group’s Kroger KR Stock Holding History

Zuckerman Investment Group’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
Q2 		– Sell
-431,200
Closed -$12.7M – 55
2017
Q1 		$12.7M Sell
431,200
-18,197
-4% -$581K 3.09% 14
2016
Q4 		$15.5M Buy
449,397
+108,395
+32% +$3.53M 3.8% 10
2016
Q3 		$10.1M Buy
+341,002
New +$11.3M 2.68% 17

Other funds holding KR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zuckerman Investment Group's KR Position: Q2 2017 in Review

Zuckerman Investment Group sold out of Kroger (KR) in Q2 2017, closing a stake of 431,200 shares — an estimated $12.7M sold.

Zuckerman Investment Group first reported a position in KR in Q3 2016 and held it in 3 quarters. The position peaked at $15.5M in Q4 2016. 755 funds tracked by Wall St. Rank hold KR as of Q2 2017.

  • Zuckerman Investment Group reported no remaining Kroger position as of Q2 2017 after selling out during the quarter.
  • Zuckerman Investment Group sold 431,200 Kroger shares in Q2 2017, an estimated $12.7M.
  • Zuckerman Investment Group first reported a position in Kroger in Q3 2016 and held it in 3 quarters.
  • Zuckerman Investment Group's Kroger position peaked at $15.5M in Q4 2016.
  • 755 funds tracked by Wall St. Rank held Kroger as of Q2 2017.

Based on Zuckerman Investment Group's 13F filing for Q2 2017, filed 11 Aug 2017.