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Harel Insurance Investments & Financial Services’s Kimco Realty KIM Stock Holding History

Harel Insurance Investments & Financial Services’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
-450
Closed -$9K – 719
2023
Q2 		$9K Hold
450
– – ﹤0.01% 633
2023
Q1 		$8K Sell
450
-150
-25% -$3.09K ﹤0.01% 659
2022
Q4 		$13K Sell
600
-400
-40% -$8.41K ﹤0.01% 615
2022
Q3 		$18K Sell
1,000
-1,200
-55% -$25.3K ﹤0.01% 611
2022
Q2 		$43K Buy
+2,200
New +$50.5K ﹤0.01% 528

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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 $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

Harel Insurance Investments & Financial Services's KIM Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 450 shares — an estimated $9K sold.

Harel Insurance Investments & Financial Services first reported a position in KIM in Q2 2022 and held it in 5 quarters. The position peaked at $43K in Q2 2022. 490 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 450 Kimco Realty shares in Q3 2023, an estimated $9K.
  • Harel Insurance Investments & Financial Services first reported a position in Kimco Realty in Q2 2022 and held it in 5 quarters.
  • Harel Insurance Investments & Financial Services's Kimco Realty position peaked at $43K in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.