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Next Financial Group’s Kohl's KSS Stock Holding History

Next Financial Group’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
Q4 		$97K Buy
1,961
+11
+0.6% +$562 0.01% 1182
2021
Q3 		$92K Buy
1,950
+282
+17% +$15.1K 0.01% 1145
2021
Q2 		$92K Buy
1,668
+44
+3% +$2.53K 0.01% 1157
2021
Q1 		$97K Sell
1,624
-1
-0.1% -$51 0.01% 1045
2020
Q4 		$66K Sell
1,625
-257
-14% -$7.48K 0.01% 1102
2020
Q3 		$35K Buy
+1,882
New +$39.8K ﹤0.01% 1209
2020
Q2 		– Sell
-13,517
Closed -$204K – 1291
2020
Q1 		$204K Sell
13,517
-12,448
-48% -$467K 0.03% 523
2019
Q4 		$1.32M Buy
25,965
+24,289
+1,449% +$1.23M 0.14% 177
2019
Q3 		$83K Buy
1,676
+25
+2% +$1.23K 0.01% 972
2019
Q2 		$79K Buy
1,651
+1,560
+1,714% +$94.1K 0.01% 998
2019
Q1 		$6K Sell
91
-115
-56% -$7.8K ﹤0.01% 1219
2018
Q4 		$14K Buy
206
+192
+1,371% +$13.5K ﹤0.01% 1233
2018
Q3 		$1K Buy
+14
New +$1.06K ﹤0.01% 1398
2017
Q4 		– Sell
-183
Closed -$8K – 885
2017
Q3 		$8K Sell
183
-50
-21% -$2.05K ﹤0.01% 1294
2017
Q2 		$9K Sell
233
-28
-11% -$1.07K ﹤0.01% 1351
2017
Q1 		$10K Sell
261
-462
-64% -$18.9K ﹤0.01% 1280
2016
Q4 		$36K Sell
723
-916
-56% -$45.3K 0.01% 1089
2016
Q3 		$72K Buy
1,639
+1,005
+159% +$42.1K 0.01% 781
2016
Q2 		$24K Buy
634
+200
+46% +$7.95K 0.01% 904
2016
Q1 		$20K Hold
434
– – 0.01% 936
2015
Q4 		$20K Buy
434
+1
+0.2% +$46 0.01% 915
2015
Q3 		$20K Hold
433
– – 0.01% 947
2015
Q2 		$27K Hold
433
– – 0.01% 879
2015
Q1 		$33K Sell
433
-261
-38% -$17.8K 0.01% 810
2014
Q4 		$42K Sell
694
-814
-54% -$47K 0.01% 718
2014
Q3 		$92K Buy
+1,508
New +$85.3K 0.02% 685

Other funds holding KSS

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Next Financial Group's KSS Position: Q4 2021 in Review

Next Financial Group increased its Kohl's (KSS) stake by 0.56% in Q4 2021, buying an estimated $562 and bringing the position to 1,961 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #1182.

Next Financial Group first reported a position in KSS in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2019. 453 funds tracked by Wall St. Rank hold KSS as of Q4 2021.

  • Next Financial Group held 1,961 shares of Kohl's worth $97K as of Q4 2021.
  • Next Financial Group bought 11 Kohl's shares in Q4 2021, an estimated $562.
  • Kohl's made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1182 holding.
  • Next Financial Group first reported a position in Kohl's in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Kohl's position peaked at $1.32M in Q4 2019.
  • 453 funds tracked by Wall St. Rank held Kohl's as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.