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One Wealth Advisors’s Kohl's KSS Stock Holding History

One Wealth Advisors’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
2019
Q4 		– Sell
-5,231
Closed -$260K – 124
2019
Q3 		$260K Sell
5,231
-596
-10% -$29.2K 0.23% 72
2019
Q2 		$277K Buy
5,827
+312
+6% +$18.8K 0.23% 79
2019
Q1 		$379K Buy
5,515
+536
+11% +$36.4K 0.31% 49
2018
Q4 		$330K Buy
4,979
+2,023
+68% +$142K 0.33% 52
2018
Q3 		$220K Sell
2,956
-46
-2% -$3.48K 0.17% 111
2018
Q2 		$219K Sell
3,002
-3,521
-54% -$235K 0.17% 114
2018
Q1 		$427K Buy
6,523
+357
+6% +$22.7K 0.38% 34
2017
Q4 		$334K Buy
+6,166
New +$284K 0.27% 61

Other funds holding KSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's KSS Position: Q4 2019 in Review

One Wealth Advisors sold out of Kohl's (KSS) in Q4 2019, closing a stake of 5,231 shares — an estimated $260K sold.

One Wealth Advisors first reported a position in KSS in Q4 2017 and held it in 8 quarters. The position peaked at $427K in Q1 2018. 588 funds tracked by Wall St. Rank hold KSS as of Q4 2019.

  • One Wealth Advisors reported no remaining Kohl's position as of Q4 2019 after selling out during the quarter.
  • One Wealth Advisors sold 5,231 Kohl's shares in Q4 2019, an estimated $260K.
  • One Wealth Advisors first reported a position in Kohl's in Q4 2017 and held it in 8 quarters.
  • One Wealth Advisors's Kohl's position peaked at $427K in Q1 2018.
  • 588 funds tracked by Wall St. Rank held Kohl's as of Q4 2019.

Based on One Wealth Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.