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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 – 539
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bollard Group's KIM Position: Q3 2023 in Review

Bollard Group sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 70 shares — an estimated $1K sold.

Bollard Group first reported a position in KIM in Q4 2013 and held it in 14 quarters. The position peaked at $3.1M in Q2 2016. 490 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Bollard Group reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 70 Kimco Realty shares in Q3 2023, an estimated $1K.
  • Bollard Group first reported a position in Kimco Realty in Q4 2013 and held it in 14 quarters.
  • Bollard Group's Kimco Realty position peaked at $3.1M in Q2 2016.
  • 490 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.