Cambridge Trust’s Kimco Realty KIM Stock Holding History

Cambridge Trust’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
2024 Q1	$15.5K	Hold	791	–	–	﹤0.01%	544
2023 Q4	$16.9K	Hold	791	–	–	﹤0.01%	526
2023 Q3	$13.9K	Hold	791	–	–	﹤0.01%	541
2023 Q2	$15.6K	Hold	791	–	–	﹤0.01%	551
2023 Q1	$15.4K	Hold	791	–	–	﹤0.01%	584
2022 Q4	$17K	Hold	791	–	–	﹤0.01%	578
2022 Q3	$15K	Sell	791 -1,210	-60%	-$25.5K	﹤0.01%	591
2022 Q2	$40K	Sell	2,001 -399	-17%	-$9.17K	﹤0.01%	510
2022 Q1	$59K	Hold	2,400	–	–	﹤0.01%	505
2021 Q4	$59K	Buy	+2,400	New	+$55.5K	﹤0.01%	500

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AAMU

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

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

Cambridge Trust's KIM Position: Q1 2024 in Review

Cambridge Trust held its Kimco Realty (KIM) position steady in Q1 2024 at 791 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Cambridge Trust first reported a position in KIM in Q4 2021 and has held it in 10 quarters since. The position peaked at $59K in Q1 2022. 537 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

Cambridge Trust held 791 shares of Kimco Realty worth $15.5K as of Q1 2024.
Cambridge Trust left its Kimco Realty share count unchanged in Q1 2024.
Kimco Realty made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #544 holding.
Cambridge Trust first reported a position in Kimco Realty in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Kimco Realty position peaked at $59K in Q1 2022.
537 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.