Bollard Group’s Kimco Realty KIM Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-70	Closed	-$1K	–	540
2023 Q2	$1K	Buy	+70	New	+$1.32K	﹤0.01%	608
2017 Q1	–	Sell	-100,128	Closed	-$2.52M	–	274
2016 Q4	$2.52M	Buy	100,128 +790	+0.8%	+$20.8K	0.16%	84
2016 Q3	$2.88M	Buy	99,338 +707	+0.7%	+$21.5K	0.18%	72
2016 Q2	$3.1M	Buy	98,631 +768	+0.8%	+$22.1K	0.21%	60
2016 Q1	$2.82M	Buy	97,863 +869	+0.9%	+$23.5K	0.23%	61
2015 Q4	$2.57M	Sell	96,994 -1,107	-1%	-$28.8K	0.21%	63
2015 Q3	$2.4M	Buy	98,101 +917	+0.9%	+$22K	0.2%	71
2015 Q2	$2.19M	Buy	97,184 +844	+0.9%	+$20.6K	0.17%	84
2015 Q1	$2.59M	Buy	96,340 +9,284	+11%	+$249K	0.19%	76
2014 Q4	$2.19M	Buy	87,056 +1,555	+2%	+$38.1K	0.19%	79
2014 Q3	$1.87M	Buy	85,501 +7,204	+9%	+$165K	0.18%	90
2014 Q2	$1.8M	Buy	78,297 +660	+0.9%	+$15K	0.17%	89
2014 Q1	$1.7M	Buy	77,637 +406	+0.5%	+$8.65K	0.17%	73
2013 Q4	$1.52M	Buy	+77,231	New	+$1.6M	0.17%	77

Other funds holding KIM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return