Crewe Advisors’s Kimco Realty KIM Stock Holding History

Crewe Advisors’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
2022 Q4	–	Sell	-341	Closed	-$6K	–	1159
2022 Q3	$6K	Buy	341 +164	+93%	+$3.46K	﹤0.01%	804
2022 Q2	$3K	Buy	+177	New	+$4.07K	﹤0.01%	902

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Crewe Advisors's KIM Position: Q4 2022 in Review

Crewe Advisors sold out of Kimco Realty (KIM) in Q4 2022, closing a stake of 341 shares — an estimated $6K sold.

Crewe Advisors first reported a position in KIM in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 517 funds tracked by Wall St. Rank hold KIM as of Q4 2022.

Crewe Advisors reported no remaining Kimco Realty position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 341 Kimco Realty shares in Q4 2022, an estimated $6K.
Crewe Advisors first reported a position in Kimco Realty in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Kimco Realty position peaked at $6K in Q3 2022.
517 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.