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McElhenny Sheffield Capital Management’s Kimco Realty KIM Stock Holding History

McElhenny Sheffield Capital 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
2022
Q1 		– Sell
-22,500
Closed -$555K – 125
2021
Q4 		$555K Sell
22,500
-22,500
-50% -$520K 0.21% 67
2021
Q3 		$934K Buy
+45,000
New +$962K 0.42% 34

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

McElhenny Sheffield Capital Management's KIM Position: Q1 2022 in Review

McElhenny Sheffield Capital Management sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 22,500 shares — an estimated $555K sold.

McElhenny Sheffield Capital Management first reported a position in KIM in Q3 2021 and held it in 2 quarters. The position peaked at $934K in Q3 2021. 489 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

  • McElhenny Sheffield Capital Management reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 22,500 Kimco Realty shares in Q1 2022, an estimated $555K.
  • McElhenny Sheffield Capital Management first reported a position in Kimco Realty in Q3 2021 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Kimco Realty position peaked at $934K in Q3 2021.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2022, filed 20 Apr 2022.