Blue Bell Private Wealth Management’s Kimco Realty KIM Stock Holding History

Blue Bell Private Wealth Management’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
2022 Q3	–	Sell	-33	Closed	-$1K	–	791
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	739
2022 Q1	$1K	Buy	+33	New	+$797	﹤0.01%	799
2016 Q4	–	Sell	-33	Closed	-$1K	–	338
2016 Q3	$1K	Hold	33	–	–	﹤0.01%	424
2016 Q2	$2K	Hold	33	–	–	﹤0.01%	418
2016 Q1	$1K	Hold	33	–	–	﹤0.01%	426
2015 Q4	$1K	Hold	33	–	–	﹤0.01%	435
2015 Q3	$1K	Hold	33	–	–	﹤0.01%	435
2015 Q2	$1K	Hold	33	–	–	﹤0.01%	421
2015 Q1	$0	Hold	33	–	–	﹤0.01%	429
2014 Q4	$0	Hold	33	–	–	﹤0.01%	435
2014 Q3	$1K	Hold	33	–	–	﹤0.01%	429
2014 Q2	$1K	Hold	33	–	–	﹤0.01%	397
2014 Q1	$1K	Sell	33 -1,700	-98%	-$36.2K	﹤0.01%	381
2013 Q4	$34K	Buy	+1,733	New	+$35.8K	0.03%	239

Other funds holding KIM

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Bell Private Wealth Management's KIM Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Kimco Realty (KIM) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in KIM in Q4 2013 and held it in 14 quarters. The position peaked at $34K in Q4 2013. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Kimco Realty position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 33 Kimco Realty shares in Q3 2022, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in Kimco Realty in Q4 2013 and held it in 14 quarters.
Blue Bell Private Wealth Management's Kimco Realty position peaked at $34K in Q4 2013.
482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.