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

Steward 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
2023
Q3 		$2K Buy
+111
New +$2.8K ﹤0.01% 1003
2022
Q3 		– Sell
-85
Closed -$3K – 740
2022
Q2 		$3K Buy
+85
New +$4.17K ﹤0.01% 463

Other funds holding KSS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Financial Group's KSS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kohl's (KSS) in Q3 2023: 111 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KSS as recently as Q2 2022.

Steward Financial Group first reported a position in KSS in Q2 2022 and has held it in 2 quarters since. The position peaked at $3K in Q2 2022. 350 funds tracked by Wall St. Rank hold KSS as of Q3 2023.

  • Steward Financial Group held 111 shares of Kohl's worth $2K as of Q3 2023.
  • Kohl's was a new Steward Financial Group position in Q3 2023.
  • Kohl's made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1003 holding.
  • Steward Financial Group first reported a position in Kohl's in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Kohl's position peaked at $3K in Q2 2022.
  • 350 funds tracked by Wall St. Rank held Kohl's as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.