EFS
KSS icon

Essex Financial Services’s Kohl's KSS Stock Holding History

Essex Financial Services’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
2024
Q4 		– Sell
-29,106
Closed -$593K – 642
2024
Q3 		$593K Buy
29,106
+2,075
+8% +$42.3K 0.04% 344
2024
Q2 		$549K Buy
27,031
+6,495
+32% +$157K 0.04% 357
2024
Q1 		$599K Sell
20,536
-330
-2% -$8.85K 0.06% 293
2023
Q4 		$598K Buy
20,866
+1,945
+10% +$45.6K 0.06% 273
2023
Q3 		$397K Buy
18,921
+1,655
+10% +$41.8K 0.05% 322
2023
Q2 		$398K Sell
17,266
-3,015
-15% -$65.2K 0.05% 317
2023
Q1 		$477K Buy
20,281
+1,661
+9% +$46.9K 0.05% 294
2022
Q4 		$470K Buy
+18,620
New +$528K 0.05% 288

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Essex Financial Services's KSS Position: Q4 2024 in Review

Essex Financial Services sold out of Kohl's (KSS) in Q4 2024, closing a stake of 29,106 shares — an estimated $593K sold.

Essex Financial Services first reported a position in KSS in Q4 2022 and held it in 8 quarters. The position peaked at $599K in Q1 2024. 345 funds tracked by Wall St. Rank hold KSS as of Q4 2024.

  • Essex Financial Services reported no remaining Kohl's position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 29,106 Kohl's shares in Q4 2024, an estimated $593K.
  • Essex Financial Services first reported a position in Kohl's in Q4 2022 and held it in 8 quarters.
  • Essex Financial Services's Kohl's position peaked at $599K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Kohl's as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.