LifePlan Financial Group’s Kimco Realty KIM Stock Holding History

LifePlan Financial Group’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 Q3	$6K	Hold	550	–	–	﹤0.01%	459
2020 Q2	$7K	Hold	550	–	–	﹤0.01%	445
2020 Q1	$5K	Hold	550	–	–	﹤0.01%	452
2019 Q4	$11K	Hold	550	–	–	﹤0.01%	405
2019 Q3	$11K	Buy	+550	New	+$10.5K	0.01%	405

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

AAMU

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

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

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

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

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

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

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

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

LifePlan Financial Group's KIM Position: Q3 2020 in Review

LifePlan Financial Group held its Kimco Realty (KIM) position steady in Q3 2020 at 550 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

LifePlan Financial Group first reported a position in KIM in Q3 2019 and has held it in 5 quarters since. The position peaked at $11K in Q4 2019. 386 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

LifePlan Financial Group held 550 shares of Kimco Realty worth $6K as of Q3 2020.
LifePlan Financial Group left its Kimco Realty share count unchanged in Q3 2020.
Kimco Realty made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #459 holding.
LifePlan Financial Group first reported a position in Kimco Realty in Q3 2019 and has held it in 5 quarters since.
LifePlan Financial Group's Kimco Realty position peaked at $11K in Q4 2019.
386 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.