JG
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Jefferies Group’s Kimco Realty KIM Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-62,820
Closed -$1.3M – 2376
2019
Q4 		$1.3M Buy
+62,820
New +$1.32M 0.01% 1309
2018
Q1 		– Sell
-44,216
Closed -$803K – 2489
2017
Q4 		$803K Buy
+44,216
New +$828K ﹤0.01% 1500
2017
Q3 		– Sell
-37,200
Closed -$683K – 2484
2017
Q2 		$683K Sell
37,200
-137,660
-79% -$2.7M ﹤0.01% 1468
2017
Q1 		$3.86M Sell
174,860
-14,403
-8% -$346K 0.03% 615
2016
Q4 		$4.76M Buy
189,263
+154,365
+442% +$4.07M 0.03% 580
2016
Q3 		$1.01M Buy
+34,898
New +$1.06M 0.01% 1276
2016
Q2 		– Sell
-6,966
Closed -$200K – 2289
2016
Q1 		$200K Buy
+6,966
New +$188K ﹤0.01% 1844
2015
Q4 		– Sell
-136,125
Closed -$3.33M – 2424
2015
Q3 		$3.33M Buy
136,125
+94,175
+224% +$2.26M 0.02% 666
2015
Q2 		$946K Buy
41,950
+22,442
+115% +$548K ﹤0.01% 1268
2015
Q1 		$524K Sell
19,508
-3,717
-16% -$99.8K ﹤0.01% 1360
2014
Q4 		$584K Sell
23,225
-7,314
-24% -$179K ﹤0.01% 1210
2014
Q3 		$669K Sell
30,539
-7,862
-20% -$180K ﹤0.01% 1194
2014
Q2 		$882K Buy
38,401
+20,264
+112% +$460K 0.01% 965
2014
Q1 		$397K Sell
18,137
-14,825
-45% -$316K ﹤0.01% 1391
2013
Q4 		$651K Sell
32,962
-29,433
-47% -$608K ﹤0.01% 1024
2013
Q3 		$1.26M Buy
+62,395
New +$1.33M 0.01% 809

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jefferies Group's KIM Position: Q1 2020 in Review

Jefferies Group sold out of Kimco Realty (KIM) in Q1 2020, closing a stake of 62,820 shares — an estimated $1.3M sold.

Jefferies Group first reported a position in KIM in Q3 2013 and held it in 16 quarters. The position peaked at $4.76M in Q4 2016. 421 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

  • Jefferies Group reported no remaining Kimco Realty position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 62,820 Kimco Realty shares in Q1 2020, an estimated $1.3M.
  • Jefferies Group first reported a position in Kimco Realty in Q3 2013 and held it in 16 quarters.
  • Jefferies Group's Kimco Realty position peaked at $4.76M in Q4 2016.
  • 421 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.