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Mirabella Financial Services’s Kimco Realty KIM Stock Holding History

Mirabella Financial 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
2023
Q3 		– Sell
-124,223
Closed -$2.45M – 511
2023
Q2 		$2.45M Buy
+124,223
New +$2.34M 0.27% 114
2022
Q3 		– Sell
-167,256
Closed -$3.31M – 462
2022
Q2 		$3.31M Buy
+167,256
New +$3.84M 0.33% 61
2022
Q1 		– Sell
-66,700
Closed -$1.64M – 617
2021
Q4 		$1.64M Buy
66,700
+46,060
+223% +$1.07M 0.17% 125
2021
Q3 		$428K Buy
+20,640
New +$441K 0.06% 263

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirabella Financial Services's KIM Position: Q3 2023 in Review

Mirabella Financial Services sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 124,223 shares — an estimated $2.45M sold.

Mirabella Financial Services first reported a position in KIM in Q3 2021 and held it in 4 quarters. The position peaked at $3.31M in Q2 2022. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

  • Mirabella Financial Services reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 124,223 Kimco Realty shares in Q3 2023, an estimated $2.45M.
  • Mirabella Financial Services first reported a position in Kimco Realty in Q3 2021 and held it in 4 quarters.
  • Mirabella Financial Services's Kimco Realty position peaked at $3.31M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.