Level Four Advisory Services’s Kimco Realty KIM Stock Holding History

Level Four Advisory Services’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
2022 Q1	–	Sell	-9,426	Closed	-$232K	–	676
2021 Q4	$232K	Buy	+9,426	New	+$218K	0.02%	573
2021 Q2	–	Sell	-11,843	Closed	-$222K	–	660
2021 Q1	$222K	Buy	11,843 +81	+0.7%	+$1.43K	0.02%	581
2020 Q4	$177K	Sell	11,762 -4,252	-27%	-$56.3K	0.01%	574
2020 Q3	$180K	Sell	16,014 -3,847	-19%	-$45.4K	0.01%	523
2020 Q2	$254K	Sell	19,861 -990	-5%	-$11K	0.02%	487
2020 Q1	$201K	Buy	20,851 +9,575	+85%	+$164K	0.02%	457
2019 Q4	$1.99M	Buy	11,276 +1,472	+15%	+$30.9K	0.08%	219
2019 Q3	$205K	Buy	+9,804	New	+$187K	0.02%	476

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Level Four Advisory Services's KIM Position: Q1 2022 in Review

Level Four Advisory Services sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 9,426 shares — an estimated $232K sold.

Level Four Advisory Services first reported a position in KIM in Q3 2019 and held it in 8 quarters. The position peaked at $1.99M in Q4 2019. 489 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

Level Four Advisory Services reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
Level Four Advisory Services sold 9,426 Kimco Realty shares in Q1 2022, an estimated $232K.
Level Four Advisory Services first reported a position in Kimco Realty in Q3 2019 and held it in 8 quarters.
Level Four Advisory Services's Kimco Realty position peaked at $1.99M in Q4 2019.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on Level Four Advisory Services's 13F filing for Q1 2022, filed 10 May 2022.