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Ergoteles’s Kimco Realty KIM Stock Holding History

Ergoteles’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
-200,450
Closed -$3.95M – 470
2023
Q2 		$3.95M Buy
200,450
+132,316
+194% +$2.49M 0.19% 132
2023
Q1 		$1.33M Buy
+68,134
New +$1.4M 0.05% 391
2022
Q4 		– Sell
-192,450
Closed -$3.54M – 1677
2022
Q3 		$3.54M Sell
192,450
-294,387
-60% -$6.21M 0.12% 171
2022
Q2 		$9.63M Buy
+486,837
New +$11.2M 0.29% 93
2020
Q4 		– Sell
-15,600
Closed -$176K – 796
2020
Q3 		$176K Buy
+15,600
New +$184K 0.02% 495

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

Ergoteles's KIM Position: Q3 2023 in Review

Ergoteles sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 200,450 shares — an estimated $3.95M sold.

Ergoteles first reported a position in KIM in Q3 2020 and held it in 5 quarters. The position peaked at $9.63M in Q2 2022. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Ergoteles reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 200,450 Kimco Realty shares in Q3 2023, an estimated $3.95M.
  • Ergoteles first reported a position in Kimco Realty in Q3 2020 and held it in 5 quarters.
  • Ergoteles's Kimco Realty position peaked at $9.63M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.