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	–	1472
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Jacobi Capital Management's KIM Position: Q3 2021 in Review

Jacobi Capital Management sold out of Kimco Realty (KIM) in Q3 2021, closing a stake of 300 shares — an estimated $6K sold.

Jacobi Capital Management first reported a position in KIM in Q2 2017 and held it in 10 quarters. The position peaked at $10K in Q3 2017. 473 funds tracked by Wall St. Rank hold KIM as of Q3 2021.

Jacobi Capital Management reported no remaining Kimco Realty position as of Q3 2021 after selling out during the quarter.
Jacobi Capital Management sold 300 Kimco Realty shares in Q3 2021, an estimated $6K.
Jacobi Capital Management first reported a position in Kimco Realty in Q2 2017 and held it in 10 quarters.
Jacobi Capital Management's Kimco Realty position peaked at $10K in Q3 2017.
473 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.