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JOYN Advisors’s Kimco Realty KIM Stock Holding History

JOYN Advisors’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 		$117K Buy
12,121
+289
+2% +$4.96K 0.04% 102
2019
Q4 		$245K Sell
11,832
-9
-0.1% -$189 0.05% 100
2019
Q3 		$247K Buy
11,841
+149
+1% +$2.83K 0.05% 89
2019
Q2 		$219K Sell
11,692
-40
-0.3% -$724 0.05% 110
2019
Q1 		$217K Buy
11,732
+22
+0.2% +$378 0.05% 102
2018
Q4 		$172K Sell
11,710
-143
-1% -$2.25K 0.04% 127
2018
Q3 		$198K Sell
11,853
-79
-0.7% -$1.33K 0.04% 146
2018
Q2 		$203K Buy
11,932
+2,229
+23% +$33.7K 0.04% 140
2018
Q1 		$140K Buy
+9,703
New +$149K 0.03% 171

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's KIM Position: Q1 2020 in Review

JOYN Advisors increased its Kimco Realty (KIM) stake by 2.4% in Q1 2020, buying an estimated $4.96K and bringing the position to 12,121 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #102.

JOYN Advisors first reported a position in KIM in Q1 2018 and has held it in 9 quarters since. The position peaked at $247K in Q3 2019. 420 funds tracked by Wall St. Rank hold KIM as of Q1 2020.

  • JOYN Advisors held 12,121 shares of Kimco Realty worth $117K as of Q1 2020.
  • JOYN Advisors bought 289 Kimco Realty shares in Q1 2020, an estimated $4.96K.
  • Kimco Realty made up 0.04% of JOYN Advisors's portfolio in Q1 2020, its #102 holding.
  • JOYN Advisors first reported a position in Kimco Realty in Q1 2018 and has held it in 9 quarters since.
  • JOYN Advisors's Kimco Realty position peaked at $247K in Q3 2019.
  • 420 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.