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GYL Financial Synergies’s Kimco Realty KIM Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$2.06M Sell
88,569
-2,190
-2% -$48.4K 0.15% 125
2024
Q2 		$1.77M Buy
90,759
+10,529
+13% +$197K 0.14% 135
2024
Q1 		$1.57M Buy
80,230
+9,365
+13% +$186K 0.12% 143
2023
Q4 		$1.51M Buy
+70,865
New +$1.34M 0.12% 149

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

GYL Financial Synergies's KIM Position: Q3 2024 in Review

GYL Financial Synergies reduced its Kimco Realty (KIM) stake by 2.4% in Q3 2024, selling an estimated $48.4K and leaving 88,569 shares worth $2.06M. The position accounts for 0.15% of the portfolio, ranked #125.

GYL Financial Synergies first reported a position in KIM in Q4 2023 and has held it in 4 quarters since. 552 funds tracked by Wall St. Rank hold KIM as of Q3 2024.

  • GYL Financial Synergies held 88,569 shares of Kimco Realty worth $2.06M as of Q3 2024.
  • GYL Financial Synergies sold 2,190 Kimco Realty shares in Q3 2024, an estimated $48.4K.
  • Kimco Realty made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #125 holding.
  • GYL Financial Synergies first reported a position in Kimco Realty in Q4 2023 and has held it in 4 quarters since.
  • 552 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.