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

Liberty 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
2020
Q2 		– Sell
-444
Closed -$6K – 924
2020
Q1 		$6K Sell
444
-43
-9% -$1.61K 0.01% 547
2019
Q4 		$25K Buy
487
+7
+1% +$356 0.02% 381
2019
Q3 		$24K Buy
480
+48
+11% +$2.35K 0.02% 372
2019
Q2 		$21K Buy
432
+10
+2% +$603 0.02% 400
2019
Q1 		$29K Sell
422
-132
-24% -$8.96K 0.02% 288
2018
Q4 		$36K Buy
+554
New +$38.9K 0.03% 229

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Liberty Wealth Management's KSS Position: Q2 2020 in Review

Liberty Wealth Management sold out of Kohl's (KSS) in Q2 2020, closing a stake of 444 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in KSS in Q4 2018 and held it in 6 quarters. The position peaked at $36K in Q4 2018. 440 funds tracked by Wall St. Rank hold KSS as of Q2 2020.

  • Liberty Wealth Management reported no remaining Kohl's position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 444 Kohl's shares in Q2 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in Kohl's in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Kohl's position peaked at $36K in Q4 2018.
  • 440 funds tracked by Wall St. Rank held Kohl's as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.