GoalVest Advisory’s Kohl's KSS Stock Holding History

GoalVest Advisory’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
2023 Q1	–	Sell	-21	Closed	-$530	–	280
2022 Q4	$530	Hold	21	–	–	﹤0.01%	235
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	247
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	295
2022 Q1	$1K	Buy	+21	New	+$1.19K	﹤0.01%	343

Other funds holding KSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GoalVest Advisory's KSS Position: Q1 2023 in Review

GoalVest Advisory sold out of Kohl's (KSS) in Q1 2023, closing a stake of 21 shares — an estimated $530 sold.

GoalVest Advisory first reported a position in KSS in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 340 funds tracked by Wall St. Rank hold KSS as of Q1 2023.

GoalVest Advisory reported no remaining Kohl's position as of Q1 2023 after selling out during the quarter.
GoalVest Advisory sold 21 Kohl's shares in Q1 2023, an estimated $530.
GoalVest Advisory first reported a position in Kohl's in Q1 2022 and held it in 4 quarters.
GoalVest Advisory's Kohl's position peaked at $1K in Q3 2022.
340 funds tracked by Wall St. Rank held Kohl's as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.