LGWM
ROST icon

Litman Gregory Wealth Management’s Ross Stores ROST Stock Holding History

Litman Gregory Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17
Closed -$2K – 159
2021
Q1 		$2K Hold
17
– – ﹤0.01% 183
2020
Q4 		$2K Hold
17
– – ﹤0.01% 184
2020
Q3 		$2K Hold
17
– – ﹤0.01% 197
2020
Q2 		$1K Hold
17
– – ﹤0.01% 169
2020
Q1 		$1K Hold
17
– – ﹤0.01% 161
2019
Q4 		$2K Sell
17
-152
-90% -$17.1K ﹤0.01% 200
2019
Q3 		$19K Sell
169
-153
-48% -$16.1K ﹤0.01% 117
2019
Q2 		$32K Buy
+322
New +$31.4K 0.01% 112

Other funds holding ROST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Litman Gregory Wealth Management's ROST Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Ross Stores (ROST) in Q2 2021, closing a stake of 17 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in ROST in Q2 2019 and held it in 8 quarters. The position peaked at $32K in Q2 2019. 856 funds tracked by Wall St. Rank hold ROST as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Ross Stores position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 17 Ross Stores shares in Q2 2021, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Ross Stores in Q2 2019 and held it in 8 quarters.
  • Litman Gregory Wealth Management's Ross Stores position peaked at $32K in Q2 2019.
  • 856 funds tracked by Wall St. Rank held Ross Stores as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.