Cyndeo Wealth Partners’s Kohl's KSS Stock Holding History

Cyndeo Wealth Partners’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
2023 Q4	–	Sell	-142,598	Closed	-$2.99M	–	374
2023 Q3	$2.99M	Buy	+142,598	New	+$3.6M	0.31%	102

Other funds holding KSS

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Cyndeo Wealth Partners's KSS Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Kohl's (KSS) in Q4 2023, closing a stake of 142,598 shares — an estimated $2.99M sold.

Cyndeo Wealth Partners first reported a position in KSS in Q3 2023 and held it in 1 quarter. The position peaked at $2.99M in Q3 2023. 383 funds tracked by Wall St. Rank hold KSS as of Q4 2023.

Cyndeo Wealth Partners reported no remaining Kohl's position as of Q4 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 142,598 Kohl's shares in Q4 2023, an estimated $2.99M.
Cyndeo Wealth Partners first reported a position in Kohl's in Q3 2023 and held it in 1 quarter.
Cyndeo Wealth Partners's Kohl's position peaked at $2.99M in Q3 2023.
383 funds tracked by Wall St. Rank held Kohl's as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.