CSat Investment Advisory’s Kimco Realty KIM Stock Holding History

CSat Investment Advisory’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 Q1	$92K	Sell	4,904 -1,314	-21%	-$23.2K	0.08%	93
2020 Q4	$93K	Sell	6,218 -1,609	-21%	-$21.3K	0.09%	80
2020 Q3	$88K	Buy	7,827 +1,840	+31%	+$21.7K	0.01%	517
2020 Q2	$77K	Buy	5,987 +2,878	+93%	+$32K	0.01%	563
2020 Q1	$30K	Buy	3,109 +39	+1%	+$670	0.01%	654
2019 Q4	$64K	Buy	3,070 +228	+8%	+$4.78K	0.02%	533
2019 Q3	$60K	Buy	2,842 +2	+0.1%	+$38	0.02%	445
2019 Q2	$53K	Buy	2,840 +558	+24%	+$10.1K	0.02%	478
2019 Q1	$42K	Buy	2,282 +106	+5%	+$1.82K	0.02%	178
2018 Q4	$32K	Buy	2,176 +566	+35%	+$8.89K	0.02%	190
2018 Q3	$27K	Buy	1,610 +95	+6%	+$1.59K	0.02%	181
2018 Q2	$26K	Buy	+1,515	New	+$22.9K	0.01%	182

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's KIM Position: Q1 2021 in Review

CSat Investment Advisory reduced its Kimco Realty (KIM) stake by 21% in Q1 2021, selling an estimated $23.2K and leaving 4,904 shares worth $92K. The position accounts for 0.08% of the portfolio, ranked #93.

CSat Investment Advisory first reported a position in KIM in Q2 2018 and has held it in 12 quarters since. The position peaked at $93K in Q4 2020. 398 funds tracked by Wall St. Rank hold KIM as of Q1 2021.

CSat Investment Advisory held 4,904 shares of Kimco Realty worth $92K as of Q1 2021.
CSat Investment Advisory sold 1,314 Kimco Realty shares in Q1 2021, an estimated $23.2K.
Kimco Realty made up 0.08% of CSat Investment Advisory's portfolio in Q1 2021, its #93 holding.
CSat Investment Advisory first reported a position in Kimco Realty in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Kimco Realty position peaked at $93K in Q4 2020.
398 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.