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Forum Financial Management’s Kohl's KSS Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-4,811
Closed -$290K – 621
2022
Q1 		$290K Hold
4,811
– – 0.01% 409
2021
Q4 		$238K Buy
+4,811
New +$246K 0.01% 533

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MA
Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

Forum Financial Management's KSS Position: Q2 2022 in Review

Forum Financial Management sold out of Kohl's (KSS) in Q2 2022, closing a stake of 4,811 shares — an estimated $290K sold.

Forum Financial Management first reported a position in KSS in Q4 2021 and held it in 2 quarters. The position peaked at $290K in Q1 2022. 439 funds tracked by Wall St. Rank hold KSS as of Q2 2022.

  • Forum Financial Management reported no remaining Kohl's position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 4,811 Kohl's shares in Q2 2022, an estimated $290K.
  • Forum Financial Management first reported a position in Kohl's in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Kohl's position peaked at $290K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Kohl's as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.