Lenox Wealth Management’s Kimco Realty KIM Stock Holding History

Lenox Wealth 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
2020 Q2	$3K	Hold	245	–	–	﹤0.01%	591
2020 Q1	$2K	Hold	245	–	–	﹤0.01%	611
2019 Q4	$5K	Hold	245	–	–	﹤0.01%	533
2019 Q3	$5K	Sell	245 -82	-25%	-$1.56K	﹤0.01%	537
2019 Q2	$6K	Sell	327 -76	-19%	-$1.38K	﹤0.01%	495
2019 Q1	$7K	Buy	403 +318	+374%	+$5.46K	﹤0.01%	478
2018 Q4	$3K	Hold	85	–	–	﹤0.01%	520
2018 Q3	$3K	Buy	+85	New	+$1.43K	﹤0.01%	553

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

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

AAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Management's KIM Position: Q2 2020 in Review

Lenox Wealth Management held its Kimco Realty (KIM) position steady in Q2 2020 at 245 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Lenox Wealth Management first reported a position in KIM in Q3 2018 and has held it in 8 quarters since. The position peaked at $7K in Q1 2019. 400 funds tracked by Wall St. Rank hold KIM as of Q2 2020.

Lenox Wealth Management held 245 shares of Kimco Realty worth $3K as of Q2 2020.
Lenox Wealth Management left its Kimco Realty share count unchanged in Q2 2020.
Kimco Realty made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #591 holding.
Lenox Wealth Management first reported a position in Kimco Realty in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's Kimco Realty position peaked at $7K in Q1 2019.
400 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.