Walled Lake Planning & Wealth Management’s Kohl's KSS Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-3,781	Closed	-$178K	–	219
2021 Q3	$178K	Buy	3,781 +9	+0.2%	+$481	0.11%	83
2021 Q2	$208K	Buy	3,772 +5	+0.1%	+$287	0.14%	75
2021 Q1	$225K	Buy	3,767 +5	+0.1%	+$257	0.16%	67
2020 Q4	$153K	Hold	3,762	–	–	0.12%	80
2020 Q3	$70K	Hold	3,762	–	–	0.06%	106
2020 Q2	$78K	Sell	3,762 -3	-0.1%	-$58	0.07%	94
2020 Q1	$55K	Buy	3,765 +361	+11%	+$13.5K	0.05%	100
2019 Q4	$173K	Buy	+3,404	New	+$173K	0.12%	68

Other funds holding KSS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macellum Advisors New York $7.23M AUM 23.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Walled Lake Planning & Wealth Management's KSS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Kohl's (KSS) in Q4 2021, closing a stake of 3,781 shares — an estimated $178K sold.

Walled Lake Planning & Wealth Management first reported a position in KSS in Q4 2019 and held it in 8 quarters. The position peaked at $225K in Q1 2021. 454 funds tracked by Wall St. Rank hold KSS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Kohl's position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 3,781 Kohl's shares in Q4 2021, an estimated $178K.
Walled Lake Planning & Wealth Management first reported a position in Kohl's in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Kohl's position peaked at $225K in Q1 2021.
454 funds tracked by Wall St. Rank held Kohl's as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.