Oak Ridge Investments’s Kohl's KSS Stock Holding History

Oak Ridge Investments’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
2017 Q1	–	Sell	-4,846	Closed	-$239K	–	150
2016 Q4	$239K	Buy	4,846 +7	+0.1%	+$346	0.01%	141
2016 Q3	$212K	Buy	+4,839	New	+$203K	0.01%	139

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

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

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Oak Ridge Investments's KSS Position: Q1 2017 in Review

Oak Ridge Investments sold out of Kohl's (KSS) in Q1 2017, closing a stake of 4,846 shares — an estimated $239K sold.

Oak Ridge Investments first reported a position in KSS in Q3 2016 and held it in 2 quarters. The position peaked at $239K in Q4 2016. 520 funds tracked by Wall St. Rank hold KSS as of Q1 2017.

Oak Ridge Investments reported no remaining Kohl's position as of Q1 2017 after selling out during the quarter.
Oak Ridge Investments sold 4,846 Kohl's shares in Q1 2017, an estimated $239K.
Oak Ridge Investments first reported a position in Kohl's in Q3 2016 and held it in 2 quarters.
Oak Ridge Investments's Kohl's position peaked at $239K in Q4 2016.
520 funds tracked by Wall St. Rank held Kohl's as of Q1 2017.

Based on Oak Ridge Investments's 13F filing for Q1 2017, filed 15 May 2017.