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Lumature Wealth Partners’s Kohl's KSS Stock Holding History

Lumature Wealth Partners’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
Q2 		$41.5K Hold
1,800
– – 0.02% 231
2023
Q1 		$42.4K Hold
1,800
– – 0.02% 226
2022
Q4 		$45.5K Buy
+1,800
New +$51K 0.03% 223

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lumature Wealth Partners's KSS Position: Q2 2023 in Review

Lumature Wealth Partners held its Kohl's (KSS) position steady in Q2 2023 at 1,800 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #231.

Lumature Wealth Partners first reported a position in KSS in Q4 2022 and has held it in 3 quarters since. The position peaked at $45.5K in Q4 2022. 335 funds tracked by Wall St. Rank hold KSS as of Q2 2023.

  • Lumature Wealth Partners held 1,800 shares of Kohl's worth $41.5K as of Q2 2023.
  • Lumature Wealth Partners left its Kohl's share count unchanged in Q2 2023.
  • Kohl's made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #231 holding.
  • Lumature Wealth Partners first reported a position in Kohl's in Q4 2022 and has held it in 3 quarters since.
  • Lumature Wealth Partners's Kohl's position peaked at $45.5K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Kohl's as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.