Laffer Tengler Investments’s Kimco Realty KIM Stock Holding History

Laffer Tengler Investments’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	-14,179	Closed	-$296K	–	491
2021 Q2	$296K	Buy	14,179 +10,008	+240%	+$208K	0.11%	134
2021 Q1	$78.2K	Buy	4,171 +834	+25%	+$14.7K	0.03%	245
2020 Q4	$49.4K	Buy	+3,337	New	+$44.1K	0.02%	267
2016 Q4	–	Sell	-36,071	Closed	-$1.04M	–	256
2016 Q3	$1.04M	Hold	36,071	–	–	0.29%	144
2016 Q2	$1.13M	Buy	+36,071	New	+$1.04M	0.32%	130

Other funds holding KIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

AAMU

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

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

Laffer Tengler Investments's KIM Position: Q3 2021 in Review

Laffer Tengler Investments sold out of Kimco Realty (KIM) in Q3 2021, closing a stake of 14,179 shares — an estimated $296K sold.

Laffer Tengler Investments first reported a position in KIM in Q2 2016 and held it in 5 quarters. The position peaked at $1.13M in Q2 2016. 472 funds tracked by Wall St. Rank hold KIM as of Q3 2021.

Laffer Tengler Investments reported no remaining Kimco Realty position as of Q3 2021 after selling out during the quarter.
Laffer Tengler Investments sold 14,179 Kimco Realty shares in Q3 2021, an estimated $296K.
Laffer Tengler Investments first reported a position in Kimco Realty in Q2 2016 and held it in 5 quarters.
Laffer Tengler Investments's Kimco Realty position peaked at $1.13M in Q2 2016.
472 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2021.

Based on Laffer Tengler Investments's 13F filing for Q3 2021, filed 16 Nov 2021.