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Econ Financial Services’s Kimco Realty KIM Stock Holding History

Econ Financial Services’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
-100,767
Closed -$1.99M – 88
2023
Q2 		$1.99M Buy
100,767
+1,288
+1% +$24.3K 1.4% 29
2023
Q1 		$1.94M Buy
+99,479
New +$2.05M 1.47% 28

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

Econ Financial Services's KIM Position: Q3 2023 in Review

Econ Financial Services sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 100,767 shares — an estimated $1.99M sold.

Econ Financial Services first reported a position in KIM in Q1 2023 and held it in 2 quarters. The position peaked at $1.99M in Q2 2023. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Econ Financial Services reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 100,767 Kimco Realty shares in Q3 2023, an estimated $1.99M.
  • Econ Financial Services first reported a position in Kimco Realty in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's Kimco Realty position peaked at $1.99M in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.