Jacobs Levy Equity Management
KIM icon

Jacobs Levy Equity Management’s Kimco Realty KIM Stock Holding History

Jacobs Levy Equity 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
2016
Q1 		– Sell
-16,830
Closed -$445K – 1149
2015
Q4 		$445K Buy
+16,830
New +$438K 0.01% 573
2015
Q1 		– Sell
-288,983
Closed -$7.26M – 834
2014
Q4 		$7.26M Buy
+288,983
New +$7.07M 0.12% 206

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jacobs Levy Equity Management's KIM Position: Q1 2016 in Review

Jacobs Levy Equity Management sold out of Kimco Realty (KIM) in Q1 2016, closing a stake of 16,830 shares — an estimated $445K sold.

Jacobs Levy Equity Management first reported a position in KIM in Q4 2014 and held it in 2 quarters. The position peaked at $7.26M in Q4 2014. 414 funds tracked by Wall St. Rank hold KIM as of Q1 2016.

  • Jacobs Levy Equity Management reported no remaining Kimco Realty position as of Q1 2016 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 16,830 Kimco Realty shares in Q1 2016, an estimated $445K.
  • Jacobs Levy Equity Management first reported a position in Kimco Realty in Q4 2014 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Kimco Realty position peaked at $7.26M in Q4 2014.
  • 414 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2016.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2016, filed 16 May 2016.