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

Evercore 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
2018 Q1	–	Sell	-210	Closed	-$11K	–	592
2017 Q4	$11K	Sell	210 -54	-20%	-$2.48K	﹤0.01%	801
2017 Q3	$12K	Hold	264	–	–	﹤0.01%	774
2017 Q2	$10K	Sell	264 -336	-56%	-$12.9K	﹤0.01%	820
2017 Q1	$24K	Buy	600 +164	+38%	+$6.69K	﹤0.01%	726
2016 Q4	$22K	Sell	436 -1,471	-77%	-$72.8K	﹤0.01%	741
2016 Q3	$84K	Buy	1,907 +475	+33%	+$19.9K	﹤0.01%	508
2016 Q2	$55K	Buy	1,432 +776	+118%	+$30.8K	﹤0.01%	565
2016 Q1	$30K	Hold	656	–	–	﹤0.01%	659
2015 Q4	$32K	Buy	656 +456	+228%	+$21.1K	﹤0.01%	675
2015 Q3	$10K	Hold	200	–	–	﹤0.01%	836
2015 Q2	$12K	Sell	200 -127	-39%	-$8.82K	﹤0.01%	871
2015 Q1	$26K	Buy	327 +127	+64%	+$8.64K	﹤0.01%	739
2014 Q4	$12K	Hold	200	–	–	﹤0.01%	726
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	803
2014 Q2	$10K	Buy	+200	New	+$10.8K	﹤0.01%	836

Other funds holding KSS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return