Jacobi Capital Management’s Kimco Realty KIM Stock Holding History

Jacobi Capital 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	–	Sell	-300	Closed	-$6K	–	1474
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	1124
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	1081
2020 Q4	$5K	Hold	300	–	–	﹤0.01%	1004
2020 Q3	$3K	Hold	300	–	–	﹤0.01%	1038
2020 Q2	$4K	Buy	+300	New	+$3.34K	﹤0.01%	953
2018 Q3	–	Sell	-518	Closed	-$9K	–	1022
2018 Q2	$9K	Buy	518 +10	+2%	+$151	﹤0.01%	727
2018 Q1	$7K	Buy	508 +8	+2%	+$123	﹤0.01%	747
2017 Q4	$9K	Hold	500	–	–	﹤0.01%	680
2017 Q3	$10K	Hold	500	–	–	﹤0.01%	642
2017 Q2	$9K	Buy	+500	New	+$9.81K	﹤0.01%	590

Other funds holding KIM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital Research Global Investors

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return