Intersect Capital’s Kimco Realty KIM Stock Holding History

Intersect Capital’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
2022 Q2	–	Sell	-24,717	Closed	-$611K	–	396
2022 Q1	$611K	Buy	24,717 +1,068	+5%	+$25.8K	0.12%	171
2021 Q4	$583K	Buy	23,649 +3,033	+15%	+$70.1K	0.11%	172
2021 Q3	$428K	Buy	20,616 +8,647	+72%	+$185K	0.07%	211
2021 Q2	$250K	Buy	+11,969	New	+$248K	0.04%	297

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Intersect Capital's KIM Position: Q2 2022 in Review

Intersect Capital sold out of Kimco Realty (KIM) in Q2 2022, closing a stake of 24,717 shares — an estimated $611K sold.

Intersect Capital first reported a position in KIM in Q2 2021 and held it in 4 quarters. The position peaked at $611K in Q1 2022. 487 funds tracked by Wall St. Rank hold KIM as of Q2 2022.

Intersect Capital reported no remaining Kimco Realty position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 24,717 Kimco Realty shares in Q2 2022, an estimated $611K.
Intersect Capital first reported a position in Kimco Realty in Q2 2021 and held it in 4 quarters.
Intersect Capital's Kimco Realty position peaked at $611K in Q1 2022.
487 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.