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Milestone Investment Advisors’s Ross Stores ROST Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-625
Closed -$70.6K – 376
2023
Q3 		$70.6K Buy
+625
New +$71.7K 0.02% 167
2023
Q2 		– Sell
-625
Closed -$66.3K – 374
2023
Q1 		$66.3K Buy
+625
New +$70.2K 0.02% 180

Other funds holding ROST

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Milestone Investment Advisors's ROST Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Ross Stores (ROST) in Q4 2023, closing a stake of 625 shares — an estimated $70.6K sold.

Milestone Investment Advisors first reported a position in ROST in Q1 2023 and held it in 2 quarters. The position peaked at $70.6K in Q3 2023. 967 funds tracked by Wall St. Rank hold ROST as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Ross Stores position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 625 Ross Stores shares in Q4 2023, an estimated $70.6K.
  • Milestone Investment Advisors first reported a position in Ross Stores in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Ross Stores position peaked at $70.6K in Q3 2023.
  • 967 funds tracked by Wall St. Rank held Ross Stores as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.