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Berman Capital Advisors’s Kohl's KSS Stock Holding History

Berman Capital Advisors’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 		$41K Buy
874
+406
+87% +$21.7K 0.01% 754
2021
Q2 		$25K Buy
468
+287
+159% +$16.5K ﹤0.01% 826
2021
Q1 		$10K Hold
181
– – ﹤0.01% 1029
2020
Q4 		$7K Hold
181
– – ﹤0.01% 1048
2020
Q3 		$3K Sell
181
-379
-68% -$8.02K ﹤0.01% 1204
2020
Q2 		$11K Buy
560
+413
+281% +$7.96K ﹤0.01% 727
2020
Q1 		$1K Sell
147
-51
-26% -$1.91K ﹤0.01% 1319
2019
Q4 		$10K Buy
198
+2
+1% +$102 ﹤0.01% 745
2019
Q3 		$9K Sell
196
-21
-10% -$1.03K ﹤0.01% 748
2019
Q2 		$9K Buy
217
+125
+136% +$7.54K ﹤0.01% 770
2019
Q1 		$6K Buy
92
+73
+384% +$4.95K ﹤0.01% 820
2018
Q4 		$1K Buy
+19
New +$1.33K ﹤0.01% 1022

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

Berman Capital Advisors's KSS Position: Q3 2021 in Review

Berman Capital Advisors increased its Kohl's (KSS) stake by 87% in Q3 2021, buying an estimated $21.7K and bringing the position to 874 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #754.

Berman Capital Advisors first reported a position in KSS in Q4 2018 and has held it in 12 quarters since. 424 funds tracked by Wall St. Rank hold KSS as of Q3 2021.

  • Berman Capital Advisors held 874 shares of Kohl's worth $41K as of Q3 2021.
  • Berman Capital Advisors bought 406 Kohl's shares in Q3 2021, an estimated $21.7K.
  • Kohl's made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #754 holding.
  • Berman Capital Advisors first reported a position in Kohl's in Q4 2018 and has held it in 12 quarters since.
  • 424 funds tracked by Wall St. Rank held Kohl's as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.