EWM
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Evermay Wealth Management’s Kohl's KSS Stock Holding History

Evermay 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
Q2 		– Sell
-2,950
Closed -$203K – 151
2019
Q1 		$203K Buy
+2,950
New +$200K 0.06% 145
2018
Q4 		– Sell
-2,950
Closed -$220K – 142
2018
Q3 		$220K Hold
2,950
– – 0.07% 135
2018
Q2 		$215K Buy
+2,950
New +$197K 0.07% 127

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evermay Wealth Management's KSS Position: Q2 2019 in Review

Evermay Wealth Management sold out of Kohl's (KSS) in Q2 2019, closing a stake of 2,950 shares — an estimated $203K sold.

Evermay Wealth Management first reported a position in KSS in Q2 2018 and held it in 3 quarters. The position peaked at $220K in Q3 2018. 584 funds tracked by Wall St. Rank hold KSS as of Q2 2019.

  • Evermay Wealth Management reported no remaining Kohl's position as of Q2 2019 after selling out during the quarter.
  • Evermay Wealth Management sold 2,950 Kohl's shares in Q2 2019, an estimated $203K.
  • Evermay Wealth Management first reported a position in Kohl's in Q2 2018 and held it in 3 quarters.
  • Evermay Wealth Management's Kohl's position peaked at $220K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Kohl's as of Q2 2019.

Based on Evermay Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.