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West Oak Capital’s Kohl's KSS Stock Holding History

West Oak Capital’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
Q1 		– Sell
-100
Closed -$3K – 326
2022
Q4 		$3K Buy
+100
New +$2.83K ﹤0.01% 252
2017
Q3 		– Sell
-243
Closed -$9.4K – 346
2017
Q2 		$9.4K Hold
243
– – 0.01% 285
2017
Q1 		$9.67K Hold
243
– – 0.01% 303
2016
Q4 		$12K Buy
243
+150
+161% +$7.42K 0.01% 277
2016
Q3 		$4.07K Sell
93
-618
-87% -$25.9K ﹤0.01% 329
2016
Q2 		$27K Buy
+711
New +$28.3K 0.02% 208

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MA
Macellum Advisors New York $7.23M AUM 23.78% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Oak Capital's KSS Position: Q1 2023 in Review

West Oak Capital sold out of Kohl's (KSS) in Q1 2023, closing a stake of 100 shares — an estimated $3K sold.

West Oak Capital first reported a position in KSS in Q2 2016 and held it in 6 quarters. The position peaked at $27K in Q2 2016. 340 funds tracked by Wall St. Rank hold KSS as of Q1 2023.

  • West Oak Capital reported no remaining Kohl's position as of Q1 2023 after selling out during the quarter.
  • West Oak Capital sold 100 Kohl's shares in Q1 2023, an estimated $3K.
  • West Oak Capital first reported a position in Kohl's in Q2 2016 and held it in 6 quarters.
  • West Oak Capital's Kohl's position peaked at $27K in Q2 2016.
  • 340 funds tracked by Wall St. Rank held Kohl's as of Q1 2023.

Based on West Oak Capital's 13F filing for Q1 2023, filed 21 Apr 2023.