AFS
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Annapolis Financial Services’s Kimco Realty KIM Stock Holding History

Annapolis Financial Services’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-499
Closed -$10K – 484
2021
Q3 		$10K Buy
+499
New +$10.7K ﹤0.01% 291

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Annapolis Financial Services's KIM Position: Q4 2021 in Review

Annapolis Financial Services sold out of Kimco Realty (KIM) in Q4 2021, closing a stake of 499 shares — an estimated $10K sold.

Annapolis Financial Services first reported a position in KIM in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 475 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

  • Annapolis Financial Services reported no remaining Kimco Realty position as of Q4 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 499 Kimco Realty shares in Q4 2021, an estimated $10K.
  • Annapolis Financial Services first reported a position in Kimco Realty in Q3 2021 and held it in 1 quarter.
  • Annapolis Financial Services's Kimco Realty position peaked at $10K in Q3 2021.
  • 475 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.