Aperio Group’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.57M | Sell |
237,936
-9,030
| -4% | -$119K | 0.01% | 980 |
|
|
2020
Q3 | $2.78M | Sell |
246,966
-54,452
| -18% | -$643K | 0.01% | 970 |
|
|
2020
Q2 | $3.87M | Sell |
301,418
-121,144
| -29% | -$1.35M | 0.01% | 821 |
|
|
2020
Q1 | $4.09M | Buy |
422,562
+52,114
| +14% | +$895K | 0.02% | 731 |
|
|
2019
Q4 | $7.67M | Buy |
370,448
+30,634
| +9% | +$643K | 0.03% | 581 |
|
|
2019
Q3 | $7.1M | Buy |
339,814
+6,140
| +2% | +$117K | 0.03% | 589 |
|
|
2019
Q2 | $6.17M | Buy |
333,674
+28,912
| +9% | +$523K | 0.03% | 635 |
|
|
2019
Q1 | $5.64M | Buy |
304,762
+13,434
| +5% | +$231K | 0.02% | 660 |
|
|
2018
Q4 | $4.27M | Sell |
291,328
-19,691
| -6% | -$309K | 0.02% | 697 |
|
|
2018
Q3 | $5.21M | Buy |
311,019
+1,322
| +0.4% | +$22.2K | 0.02% | 670 |
|
|
2018
Q2 | $5.26M | Buy |
309,697
+13,354
| +5% | +$202K | 0.03% | 646 |
|
|
2018
Q1 | $4.27M | Buy |
296,343
+88,986
| +43% | +$1.37M | 0.02% | 710 |
|
|
2017
Q4 | $3.76M | Sell |
207,357
-40,031
| -16% | -$749K | 0.02% | 745 |
|
|
2017
Q3 | $4.84M | Buy |
247,388
+73,703
| +42% | +$1.45M | 0.03% | 615 |
|
|
2017
Q2 | $3.19M | Buy |
173,685
+38,976
| +29% | +$765K | 0.02% | 738 |
|
|
2017
Q1 | $2.98M | Sell |
134,709
-26,903
| -17% | -$646K | 0.02% | 731 |
|
|
2016
Q4 | $4.07M | Sell |
161,612
-52,661
| -25% | -$1.39M | 0.03% | 580 |
|
|
2016
Q3 | $6.2M | Buy |
214,273
+17,043
| +9% | +$519K | 0.04% | 468 |
|
|
2016
Q2 | $6.19M | Buy |
197,230
+7,031
| +4% | +$202K | 0.05% | 445 |
|
|
2016
Q1 | $5.47M | Buy |
190,199
+14,271
| +8% | +$385K | 0.05% | 445 |
|
|
2015
Q4 | $4.66M | Buy |
175,928
+10,724
| +6% | +$279K | 0.04% | 472 |
|
|
2015
Q3 | $4.04M | Buy |
165,204
+14,035
| +9% | +$337K | 0.04% | 490 |
|
|
2015
Q2 | $3.41M | Buy |
151,169
+4,844
| +3% | +$118K | 0.04% | 530 |
|
|
2015
Q1 | $3.93M | Buy |
146,325
+5,174
| +4% | +$139K | 0.04% | 471 |
|
|
2014
Q4 | $3.55M | Buy |
141,151
+3,165
| +2% | +$77.5K | 0.04% | 472 |
|
|
2014
Q3 | $3.02M | Buy |
137,986
+8,022
| +6% | +$184K | 0.04% | 495 |
|
|
2014
Q2 | $2.99M | Buy |
129,964
+11,359
| +10% | +$258K | 0.04% | 485 |
|
|
2014
Q1 | $2.6M | Buy |
+118,605
| New | +$2.53M | 0.04% | 612 |
|
|
2013
Q4 | – | Sell |
-99,072
| Closed | -$2.05M | – | 651 |
|
|
2013
Q3 | $2M | Buy |
99,072
+12,345
| +14% | +$263K | 0.04% | 588 |
|
|
2013
Q2 | $1.86M | Buy |
+86,727
| New | +$1.98M | 0.04% | 528 |
|
Other funds holding KIM
AAMU
Aperio Group's KIM Position: Q4 2020 in Review
Aperio Group reduced its Kimco Realty (KIM) stake by 3.7% in Q4 2020, selling an estimated $119K and leaving 237,936 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #980.
Aperio Group first reported a position in KIM in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.67M in Q4 2019. 393 funds tracked by Wall St. Rank hold KIM as of Q4 2020.
- Aperio Group held 237,936 shares of Kimco Realty worth $3.57M as of Q4 2020.
- Aperio Group sold 9,030 Kimco Realty shares in Q4 2020, an estimated $119K.
- Kimco Realty made up 0.01% of Aperio Group's portfolio in Q4 2020, its #980 holding.
- Aperio Group first reported a position in Kimco Realty in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Kimco Realty position peaked at $7.67M in Q4 2019.
- 393 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.