MPS Loria Financial Planners’s Kimco Realty KIM Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-30	Closed	–	–	354
2021 Q1	$0	Hold	30	–	–	﹤0.01%	609
2020 Q4	$0	Buy	+30	New	+$397	﹤0.01%	631

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

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

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

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

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

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

AAMU

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

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

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

MPS Loria Financial Planners's KIM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kimco Realty (KIM) in Q2 2021, closing a stake of 30 shares.

MPS Loria Financial Planners first reported a position in KIM in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 403 funds tracked by Wall St. Rank hold KIM as of Q2 2021.

MPS Loria Financial Planners reported no remaining Kimco Realty position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 30 Kimco Realty shares in Q2 2021.
MPS Loria Financial Planners first reported a position in Kimco Realty in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Kimco Realty position peaked at $0 in Q1 2021.
403 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.