Lido Advisors
KSS icon

Lido Advisors’s Kohl's KSS Stock Holding History

Lido Advisors’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
2025
Q3 		– Sell
-12,415
Closed -$105K – 1871
2025
Q2 		$105K Sell
12,415
-5,126
-29% -$39.4K ﹤0.01% 1586
2025
Q1 		$144K Buy
+17,541
New +$204K ﹤0.01% 1421
2023
Q4 		– Sell
-13,205
Closed -$277K – 1389
2023
Q3 		$277K Buy
13,205
+8
+0.1% +$202 ﹤0.01% 948
2023
Q2 		$304K Buy
+13,197
New +$286K ﹤0.01% 928
2021
Q1 		– Sell
-5,390
Closed -$219K – 874
2020
Q4 		$219K Buy
+5,390
New +$157K 0.01% 737
2017
Q4 		– Sell
-5,001
Closed -$208K – 319
2017
Q3 		$208K Sell
5,001
-600
-11% -$24.6K 0.04% 260
2017
Q2 		$217K Buy
+5,601
New +$215K 0.05% 227
2017
Q1 		– Sell
-5,201
Closed -$257K – 263
2016
Q4 		$257K Buy
+5,201
New +$257K 0.06% 161

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return