Enzi Wealth’s Kimco Realty KIM Stock Holding History

Enzi Wealth’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 Q2	–	Sell	-11,632	Closed	-$222K	–	65
2023 Q1	$222K	Hold	11,632	–	–	0.11%	63
2022 Q4	$255K	Hold	11,632	–	–	0.12%	63
2022 Q3	$258K	Buy	+11,632	New	+$245K	0.13%	65

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AAMU

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Enzi Wealth's KIM Position: Q2 2023 in Review

Enzi Wealth sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 11,632 shares — an estimated $222K sold.

Enzi Wealth first reported a position in KIM in Q3 2022 and held it in 3 quarters. The position peaked at $258K in Q3 2022. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

Enzi Wealth reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
Enzi Wealth sold 11,632 Kimco Realty shares in Q2 2023, an estimated $222K.
Enzi Wealth first reported a position in Kimco Realty in Q3 2022 and held it in 3 quarters.
Enzi Wealth's Kimco Realty position peaked at $258K in Q3 2022.
496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on Enzi Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.