Burney Company’s Kimco Realty KIM Stock Holding History

Burney Company’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	-66,515	Closed	-$1.38M	–	592
2021 Q3	$1.38M	Buy	66,515 +2,868	+5%	+$61.3K	0.06%	264
2021 Q2	$1.33M	Buy	+63,647	New	+$1.32M	0.06%	287

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Burney Company's KIM Position: Q4 2021 in Review

Burney Company sold out of Kimco Realty (KIM) in Q4 2021, closing a stake of 66,515 shares — an estimated $1.38M sold.

Burney Company first reported a position in KIM in Q2 2021 and held it in 2 quarters. The position peaked at $1.38M in Q3 2021. 475 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

Burney Company reported no remaining Kimco Realty position as of Q4 2021 after selling out during the quarter.
Burney Company sold 66,515 Kimco Realty shares in Q4 2021, an estimated $1.38M.
Burney Company first reported a position in Kimco Realty in Q2 2021 and held it in 2 quarters.
Burney Company's Kimco Realty position peaked at $1.38M in Q3 2021.
475 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Burney Company's 13F filing for Q4 2021, filed 11 Feb 2022.