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Lee Financial’s Kimco Realty KIM Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-104
Closed -$2.22K – 519
2023
Q4 		$2.22K Buy
+104
New +$1.96K ﹤0.01% 728
2023
Q1 		– Sell
-125
Closed -$2.65K – 884
2022
Q4 		$2.65K Sell
125
-99
-44% -$2.08K ﹤0.01% 644
2022
Q3 		$4K Hold
224
– – ﹤0.01% 576
2022
Q2 		$4K Hold
224
– – ﹤0.01% 592
2022
Q1 		$6K Hold
224
– – ﹤0.01% 498
2021
Q4 		$6K Hold
224
– – ﹤0.01% 576
2021
Q3 		$5K Hold
224
– – ﹤0.01% 493
2021
Q2 		$5K Buy
+224
New +$4.65K ﹤0.01% 462

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lee Financial's KIM Position: Q1 2024 in Review

Lee Financial sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 104 shares — an estimated $2.22K sold.

Lee Financial first reported a position in KIM in Q2 2021 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

  • Lee Financial reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 104 Kimco Realty shares in Q1 2024, an estimated $2.22K.
  • Lee Financial first reported a position in Kimco Realty in Q2 2021 and held it in 8 quarters.
  • Lee Financial's Kimco Realty position peaked at $6K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.