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Clean Yield Group’s Kimco Realty KIM Stock Holding History

Clean Yield 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
-121
Closed -$2.39K – 399
2023
Q2 		$2.39K Hold
121
– – ﹤0.01% 370
2023
Q1 		$2.36K Hold
121
– – ﹤0.01% 383
2022
Q4 		$2.56K Hold
121
– – ﹤0.01% 400
2022
Q3 		$2K Buy
+121
New +$2.55K ﹤0.01% 405

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
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

Clean Yield Group's KIM Position: Q3 2023 in Review

Clean Yield Group sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 121 shares — an estimated $2.39K sold.

Clean Yield Group first reported a position in KIM in Q3 2022 and held it in 4 quarters. The position peaked at $2.56K in Q4 2022. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Clean Yield Group reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 121 Kimco Realty shares in Q3 2023, an estimated $2.39K.
  • Clean Yield Group first reported a position in Kimco Realty in Q3 2022 and held it in 4 quarters.
  • Clean Yield Group's Kimco Realty position peaked at $2.56K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.