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Emerald Mutual Fund Advisers Trust’s Kimco Realty KIM Stock Holding History

Emerald Mutual Fund Advisers Trust’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 		– Sell
-24,370
Closed -$366K – 227
2020
Q4 		$366K Sell
24,370
-5,480
-18% -$72.5K 0.01% 197
2020
Q3 		$336K Buy
+29,850
New +$352K 0.01% 213

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's KIM Position: Q1 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Kimco Realty (KIM) in Q1 2021, closing a stake of 24,370 shares — an estimated $366K sold.

Emerald Mutual Fund Advisers Trust first reported a position in KIM in Q3 2020 and held it in 2 quarters. The position peaked at $366K in Q4 2020. 397 funds tracked by Wall St. Rank hold KIM as of Q1 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining Kimco Realty position as of Q1 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 24,370 Kimco Realty shares in Q1 2021, an estimated $366K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Kimco Realty in Q3 2020 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Kimco Realty position peaked at $366K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2021, filed 29 Apr 2021.