BWM
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BerganKDV Wealth Management’s Kohl's KSS Stock Holding History

BerganKDV 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
Q1 		– Sell
-153
Closed -$6K – 970
2020
Q4 		$6K Sell
153
-800
-84% -$23.3K ﹤0.01% 640
2020
Q3 		$18K Hold
953
– – ﹤0.01% 439
2020
Q2 		$20K Hold
953
– – ﹤0.01% 458
2020
Q1 		$14K Hold
953
– – ﹤0.01% 459
2019
Q4 		$49K Hold
953
– – 0.01% 349
2019
Q3 		$47K Buy
+953
New +$46.7K 0.01% 339

Other funds holding KSS

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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