SWA
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Sutton Wealth Advisors’s Kohl's KSS Stock Holding History

Sutton 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
2023
Q3 		– Sell
-16
Closed -$369 – 874
2023
Q2 		$369 Hold
16
– – ﹤0.01% 816
2023
Q1 		$377 Sell
16
-7
-30% -$197 ﹤0.01% 772
2022
Q4 		$581 Buy
23
+7
+44% +$198 ﹤0.01% 1458
2022
Q3 		$402 Sell
16
-4
-20% -$117 ﹤0.01% 1493
2022
Q2 		$714 Sell
20
-12
-38% -$588 ﹤0.01% 1371
2022
Q1 		$1.94K Buy
32
+16
+100% +$904 ﹤0.01% 1209
2021
Q4 		$790 Buy
+16
New +$818 ﹤0.01% 1389
2020
Q2 		– Sell
-30
Closed -$438 – 1251
2020
Q1 		$438 Sell
30
-321
-91% -$12K ﹤0.01% 1150
2019
Q4 		$17.9K Sell
351
-958
-73% -$48.7K 0.01% 646
2019
Q3 		$65K Hold
1,309
– – 0.04% 252
2019
Q2 		$62.2K Hold
1,309
– – 0.04% 258
2019
Q1 		$90K Hold
1,309
– – 0.05% 221
2018
Q4 		$86.8K Hold
1,309
– – 0.06% 208
2018
Q3 		$97.6K Hold
1,309
– – 0.06% 201
2018
Q2 		$95.4K Hold
1,309
– – 0.07% 203
2018
Q1 		$85.8K Hold
1,309
– – 0.06% 211
2017
Q4 		$71K Hold
1,309
– – 0.05% 218
2017
Q3 		$59.8K Buy
1,309
+10
+0.8% +$410 0.05% 241
2017
Q2 		$50.2K Hold
1,299
– – 0.04% 262
2017
Q1 		$51.7K Hold
1,299
– – 0.04% 257
2016
Q4 		$64.1K Hold
1,299
– – 0.06% 224
2016
Q3 		$56.8K Hold
1,299
– – 0.05% 235
2016
Q2 		$49.3K Hold
1,299
– – 0.05% 247
2016
Q1 		$60.5K Buy
+1,299
New +$61K 0.06% 223

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

Sutton Wealth Advisors's KSS Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Kohl's (KSS) in Q3 2023, closing a stake of 16 shares — an estimated $369 sold.

Sutton Wealth Advisors first reported a position in KSS in Q1 2016 and held it in 24 quarters. The position peaked at $97.6K in Q3 2018. 350 funds tracked by Wall St. Rank hold KSS as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Kohl's position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 16 Kohl's shares in Q3 2023, an estimated $369.
  • Sutton Wealth Advisors first reported a position in Kohl's in Q1 2016 and held it in 24 quarters.
  • Sutton Wealth Advisors's Kohl's position peaked at $97.6K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held Kohl's as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.