Carroll Financial Associates’s Kimco Realty KIM Stock Holding History

Carroll Financial Associates’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	$1K	Buy	49 +20	+69%	+$462	﹤0.01%	1561
2021 Q3	$0	Hold	29	–	–	﹤0.01%	1855
2021 Q2	$0	Buy	+29	New	+$601	﹤0.01%	1774
2019 Q1	–	Sell	-68	Closed	-$1K	–	1426
2018 Q4	$1K	Hold	68	–	–	﹤0.01%	1233
2018 Q3	$1K	Hold	68	–	–	﹤0.01%	1248
2018 Q2	$1K	Sell	68 -24	-26%	-$362	﹤0.01%	1211
2018 Q1	$1K	Buy	92 +68	+283%	+$1.05K	﹤0.01%	1197
2017 Q4	$0	Hold	24	–	–	﹤0.01%	1262
2017 Q3	$0	Hold	24	–	–	﹤0.01%	1224
2017 Q2	$0	Hold	24	–	–	﹤0.01%	1210
2017 Q1	$0	Hold	24	–	–	﹤0.01%	1199
2016 Q4	$0	Hold	24	–	–	﹤0.01%	1179
2016 Q3	$0	Hold	24	–	–	﹤0.01%	1174
2016 Q2	$0	Hold	24	–	–	﹤0.01%	1171
2016 Q1	$0	Hold	24	–	–	﹤0.01%	1166
2015 Q4	$0	Hold	24	–	–	﹤0.01%	1122
2015 Q3	$0	Hold	24	–	–	﹤0.01%	1110
2015 Q2	$1K	Buy	+24	New	+$586	﹤0.01%	1020
2014 Q4	–	Sell	-24	Closed	–	–	804
2014 Q3	$0	Hold	24	–	–	﹤0.01%	890
2014 Q2	$1K	Hold	24	–	–	﹤0.01%	854
2014 Q1	$1K	Hold	24	–	–	﹤0.01%	805
2013 Q4	$0	Hold	24	–	–	﹤0.01%	843
2013 Q3	$0	Hold	24	–	–	﹤0.01%	826
2013 Q2	$0	Buy	+24	New	+$549	﹤0.01%	657

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

Carroll Financial Associates's KIM Position: Q4 2021 in Review

Carroll Financial Associates increased its Kimco Realty (KIM) stake by 69% in Q4 2021, buying an estimated $462 and bringing the position to 49 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Carroll Financial Associates first reported a position in KIM in Q2 2013 and has held it in 24 quarters since. 476 funds tracked by Wall St. Rank hold KIM as of Q4 2021.

Carroll Financial Associates held 49 shares of Kimco Realty worth $1K as of Q4 2021.
Carroll Financial Associates bought 20 Kimco Realty shares in Q4 2021, an estimated $462.
Kimco Realty made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1561 holding.
Carroll Financial Associates first reported a position in Kimco Realty in Q2 2013 and has held it in 24 quarters since.
476 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.