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Doyle Wealth Management’s Kohl's KSS Stock Holding History

Doyle 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
2019
Q3 		– Sell
-235
Closed -$11K – 498
2019
Q2 		$11K Buy
+235
New +$14.2K ﹤0.01% 614
2019
Q1 		– Sell
-235
Closed -$16K – 484
2018
Q4 		$16K Buy
+235
New +$16.5K ﹤0.01% 546

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Doyle Wealth Management's KSS Position: Q3 2019 in Review

Doyle Wealth Management sold out of Kohl's (KSS) in Q3 2019, closing a stake of 235 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in KSS in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2018. 568 funds tracked by Wall St. Rank hold KSS as of Q3 2019.

  • Doyle Wealth Management reported no remaining Kohl's position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 235 Kohl's shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Kohl's in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Kohl's position peaked at $16K in Q4 2018.
  • 568 funds tracked by Wall St. Rank held Kohl's as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.