Financial Gravity Asset Management’s Kimco Realty KIM Stock Holding History

Financial Gravity Asset Management’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 Q3	$21K	Hold	3	–	–	0.01%	797
2021 Q2	$21K	Buy	+3	New	+$62	0.01%	798
2019 Q4	$21K	Sell	2 -10	-83%	-$210	0.01%	993
2019 Q3	$0	Sell	12 -314	-96%	-$5.97K	﹤0.01%	1388
2019 Q2	$6K	Sell	326 -202	-38%	-$3.66K	﹤0.01%	660
2019 Q1	$10K	Buy	+528	New	+$9.06K	0.01%	554
2018 Q3	$4K	Sell	264 -320	-55%	-$5.37K	﹤0.01%	781
2018 Q2	$9K	Sell	584 -2,118	-78%	-$32K	0.01%	590
2018 Q1	$39K	Buy	+2,702	New	+$41.6K	0.04%	383

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's KIM Position: Q3 2021 in Review

Financial Gravity Asset Management held its Kimco Realty (KIM) position steady in Q3 2021 at 3 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #797.

Financial Gravity Asset Management first reported a position in KIM in Q1 2018 and has held it in 9 quarters since. The position peaked at $39K in Q1 2018. 473 funds tracked by Wall St. Rank hold KIM as of Q3 2021.

Financial Gravity Asset Management held 3 shares of Kimco Realty worth $21K as of Q3 2021.
Financial Gravity Asset Management left its Kimco Realty share count unchanged in Q3 2021.
Kimco Realty made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #797 holding.
Financial Gravity Asset Management first reported a position in Kimco Realty in Q1 2018 and has held it in 9 quarters since.
Financial Gravity Asset Management's Kimco Realty position peaked at $39K in Q1 2018.
473 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.