MinichMacGregor Wealth Management’s Ross Stores ROST Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-48	Closed	-$5.57K	–	523
2022 Q4	$5.57K	Buy	+48	New	+$4.89K	﹤0.01%	474
2018 Q4	–	Sell	-48	Closed	-$4K	–	419
2018 Q3	$4K	Hold	48	–	–	﹤0.01%	412
2018 Q2	$4K	Sell	48 -36	-43%	-$2.93K	﹤0.01%	408
2018 Q1	$6K	Buy	84 +36	+75%	+$2.86K	﹤0.01%	358
2017 Q4	$3K	Hold	48	–	–	﹤0.01%	399
2017 Q3	$3K	Hold	48	–	–	﹤0.01%	382
2017 Q2	$2K	Hold	48	–	–	﹤0.01%	393
2017 Q1	$3K	Hold	48	–	–	﹤0.01%	370
2016 Q4	$3K	Hold	48	–	–	﹤0.01%	367
2016 Q3	$3K	Hold	48	–	–	﹤0.01%	366
2016 Q2	$2K	Hold	48	–	–	﹤0.01%	369
2016 Q1	$2K	Buy	48 +24	+100%	+$1.33K	﹤0.01%	360
2015 Q4	$2K	Buy	+24	New	+$1.23K	﹤0.01%	334

Other funds holding ROST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MinichMacGregor Wealth Management's ROST Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Ross Stores (ROST) in Q1 2023, closing a stake of 48 shares — an estimated $5.57K sold.

MinichMacGregor Wealth Management first reported a position in ROST in Q4 2015 and held it in 13 quarters. The position peaked at $6K in Q1 2018. 886 funds tracked by Wall St. Rank hold ROST as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Ross Stores position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 48 Ross Stores shares in Q1 2023, an estimated $5.57K.
MinichMacGregor Wealth Management first reported a position in Ross Stores in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Ross Stores position peaked at $6K in Q1 2018.
886 funds tracked by Wall St. Rank held Ross Stores as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.