MPS Loria Financial Planners’s Kohl's KSS Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-805	Closed	-$48K	–	361
2021 Q1	$48K	Hold	805	–	–	0.02%	164
2020 Q4	$31K	Hold	805	–	–	0.01%	197
2020 Q3	$15K	Hold	805	–	–	0.01%	215
2020 Q2	$17K	Buy	+805	New	+$15.5K	0.01%	210
2017 Q3	–	Sell	-805	Closed	-$31K	–	221
2017 Q2	$31K	Buy	+805	New	+$30.9K	0.02%	195

Other funds holding KSS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MPS Loria Financial Planners's KSS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kohl's (KSS) in Q2 2021, closing a stake of 805 shares — an estimated $48K sold.

MPS Loria Financial Planners first reported a position in KSS in Q2 2017 and held it in 5 quarters. The position peaked at $48K in Q1 2021. 435 funds tracked by Wall St. Rank hold KSS as of Q2 2021.

MPS Loria Financial Planners reported no remaining Kohl's position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 805 Kohl's shares in Q2 2021, an estimated $48K.
MPS Loria Financial Planners first reported a position in Kohl's in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Kohl's position peaked at $48K in Q1 2021.
435 funds tracked by Wall St. Rank held Kohl's as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.