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Bartlett & Co Wealth Management’s Kohl's KSS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$5.51K – 1008
2021
Q2 		$5.51K Buy
+100
New +$5.75K ﹤0.01% 748
2019
Q3 		– Sell
-3
Closed -$143 – 912
2019
Q2 		$143 Buy
+3
New +$181 ﹤0.01% 751

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bartlett & Co Wealth Management's KSS Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Kohl's (KSS) in Q3 2021, closing a stake of 100 shares — an estimated $5.51K sold.

Bartlett & Co Wealth Management first reported a position in KSS in Q2 2019 and held it in 2 quarters. The position peaked at $5.51K in Q2 2021. 423 funds tracked by Wall St. Rank hold KSS as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Kohl's position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 100 Kohl's shares in Q3 2021, an estimated $5.51K.
  • Bartlett & Co Wealth Management first reported a position in Kohl's in Q2 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Kohl's position peaked at $5.51K in Q2 2021.
  • 423 funds tracked by Wall St. Rank held Kohl's as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.