HeadInvest LLC’s Kimco Realty KIM Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-1,423	Closed	-$24.3K	–	471
2023 Q3	$24.3K	Buy	+1,423	New	+$27.6K	0.01%	437

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

HeadInvest LLC's KIM Position: Q4 2023 in Review

HeadInvest LLC sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 1,423 shares — an estimated $24.3K sold.

HeadInvest LLC first reported a position in KIM in Q3 2023 and held it in 1 quarter. The position peaked at $24.3K in Q3 2023. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

HeadInvest LLC reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,423 Kimco Realty shares in Q4 2023, an estimated $24.3K.
HeadInvest LLC first reported a position in Kimco Realty in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Kimco Realty position peaked at $24.3K in Q3 2023.
520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.