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Sowell Financial Services’s Kohl's KSS Stock Holding History

Sowell Financial Services’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
-1,149
Closed -$69K – 1713
2021
Q1 		$69K Sell
1,149
-3,203
-74% -$164K ﹤0.01% 1517
2020
Q4 		$177K Buy
4,352
+2,787
+178% +$81.1K 0.01% 900
2020
Q3 		$29K Buy
1,565
+1,545
+7,725% +$32.7K ﹤0.01% 1399
2020
Q2 		$0 Buy
20
+7
+54% +$135 ﹤0.01% 2575
2020
Q1 		$0 Sell
13
-70
-84% -$2.62K ﹤0.01% 2572
2019
Q4 		$4K Buy
83
+53
+177% +$2.69K ﹤0.01% 1979
2019
Q3 		$1K Buy
+30
New +$1.47K ﹤0.01% 2259
2019
Q1 		$356K Buy
5,180
+1,510
+41% +$102K 0.04% 416
2018
Q4 		$244K Sell
3,670
-6,630
-64% -$465K 0.03% 423
2018
Q3 		$768K Buy
10,300
+6,685
+185% +$506K 0.11% 142
2018
Q2 		$276K Buy
+3,615
New +$241K 0.06% 235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Arrowstreet Capital
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

Sowell Financial Services's KSS Position: Q2 2021 in Review

Sowell Financial Services sold out of Kohl's (KSS) in Q2 2021, closing a stake of 1,149 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in KSS in Q2 2018 and held it in 11 quarters. The position peaked at $768K in Q3 2018. 435 funds tracked by Wall St. Rank hold KSS as of Q2 2021.

  • Sowell Financial Services reported no remaining Kohl's position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,149 Kohl's shares in Q2 2021, an estimated $69K.
  • Sowell Financial Services first reported a position in Kohl's in Q2 2018 and held it in 11 quarters.
  • Sowell Financial Services's Kohl's position peaked at $768K in Q3 2018.
  • 435 funds tracked by Wall St. Rank held Kohl's as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.