JPLA
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Joseph P. Lucia & Associates’s Kohl's KSS Stock Holding History

Joseph P. Lucia & Associates’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
-400
Closed -$24K – 470
2022
Q1 		$24K Buy
+400
New +$22.6K 0.01% 248
2021
Q4 		– Sell
-656
Closed -$31K – 358
2021
Q3 		$31K Buy
656
+67
+11% +$3.58K 0.02% 260
2021
Q2 		$32K Buy
589
+100
+20% +$5.75K 0.02% 259
2021
Q1 		$29K Sell
489
-50
-9% -$2.57K 0.01% 254
2020
Q4 		$22K Buy
+539
New +$15.7K 0.02% 263
2020
Q3 		– Sell
-579
Closed -$12K – 289
2020
Q2 		$12K Buy
+579
New +$11.2K 0.01% 297

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

Joseph P. Lucia & Associates's KSS Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Kohl's (KSS) in Q2 2022, closing a stake of 400 shares — an estimated $24K sold.

Joseph P. Lucia & Associates first reported a position in KSS in Q2 2020 and held it in 6 quarters. The position peaked at $32K in Q2 2021. 439 funds tracked by Wall St. Rank hold KSS as of Q2 2022.

  • Joseph P. Lucia & Associates reported no remaining Kohl's position as of Q2 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 400 Kohl's shares in Q2 2022, an estimated $24K.
  • Joseph P. Lucia & Associates first reported a position in Kohl's in Q2 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Kohl's position peaked at $32K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Kohl's as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.