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Orion Portfolio Solutions’s Kimco Realty KIM Stock Holding History

Orion Portfolio Solutions’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 		– Sell
-709
Closed -$9K – 1304
2020
Q2 		$9K Buy
709
+145
+26% +$1.61K ﹤0.01% 1249
2020
Q1 		$5K Buy
+564
New +$9.69K ﹤0.01% 1301

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's KIM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Kimco Realty (KIM) in Q3 2020, closing a stake of 709 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in KIM in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 386 funds tracked by Wall St. Rank hold KIM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Kimco Realty position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 709 Kimco Realty shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in Kimco Realty in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Kimco Realty position peaked at $9K in Q2 2020.
  • 386 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.