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Principle Wealth Partners’s Kohl's KSS Stock Holding History

Principle Wealth Partners’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
2024
Q3 		– Sell
-8,995
Closed -$207K – 345
2024
Q2 		$207K Hold
8,995
– – 0.02% 319
2024
Q1 		$262K Sell
8,995
-180
-2% -$4.83K 0.02% 302
2023
Q4 		$263K Buy
+9,175
New +$215K 0.02% 289
2023
Q3 		– Sell
-10,740
Closed -$248K – 325
2023
Q2 		$248K Hold
10,740
– – 0.02% 288
2023
Q1 		$253K Buy
10,740
+825
+8% +$23.3K 0.03% 282
2022
Q4 		$250K Buy
+9,915
New +$281K 0.03% 279

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Principle Wealth Partners's KSS Position: Q3 2024 in Review

Principle Wealth Partners sold out of Kohl's (KSS) in Q3 2024, closing a stake of 8,995 shares — an estimated $207K sold.

Principle Wealth Partners first reported a position in KSS in Q4 2022 and held it in 6 quarters. The position peaked at $263K in Q4 2023. 375 funds tracked by Wall St. Rank hold KSS as of Q3 2024.

  • Principle Wealth Partners reported no remaining Kohl's position as of Q3 2024 after selling out during the quarter.
  • Principle Wealth Partners sold 8,995 Kohl's shares in Q3 2024, an estimated $207K.
  • Principle Wealth Partners first reported a position in Kohl's in Q4 2022 and held it in 6 quarters.
  • Principle Wealth Partners's Kohl's position peaked at $263K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held Kohl's as of Q3 2024.

Based on Principle Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.