Marquette Asset Management’s Kimco Realty KIM Stock Holding History

Marquette Asset 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
2023 Q4	–	Sell	-400	Closed	-$7.04K	–	245
2023 Q3	$7.04K	Hold	400	–	–	﹤0.01%	234
2023 Q2	$7.89K	Hold	400	–	–	﹤0.01%	242
2023 Q1	$7.81K	Hold	400	–	–	﹤0.01%	183
2022 Q4	$8.47K	Hold	400	–	–	﹤0.01%	187
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	193
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	219
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	250
2021 Q4	$10K	Hold	400	–	–	﹤0.01%	244
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	244
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	225
2021 Q1	$8K	Buy	+400	New	+$7.06K	﹤0.01%	220

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

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

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

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

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

Marquette Asset Management's KIM Position: Q4 2023 in Review

Marquette Asset Management sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 400 shares — an estimated $7.04K sold.

Marquette Asset Management first reported a position in KIM in Q1 2021 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

Marquette Asset Management reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
Marquette Asset Management sold 400 Kimco Realty shares in Q4 2023, an estimated $7.04K.
Marquette Asset Management first reported a position in Kimco Realty in Q1 2021 and held it in 11 quarters.
Marquette Asset Management's Kimco Realty position peaked at $10K in Q1 2022.
520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on Marquette Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.