Penn Mutual Asset Management’s Kimco Realty KIM Stock Holding History

Penn Mutual 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
2022 Q1	–	Sell	-5,465	Closed	-$135K	–	66
2021 Q4	$135K	Sell	5,465 -865	-14%	-$20K	0.14%	47
2021 Q3	$142K	Sell	6,330 -755	-11%	-$16.1K	0.22%	56
2021 Q2	$148K	Hold	7,085	–	–	0.19%	75
2021 Q1	$133K	Hold	7,085	–	–	0.15%	68
2020 Q4	$106K	Sell	7,085 -1,670	-19%	-$22.1K	0.09%	72
2020 Q3	$99K	Buy	+8,755	New	+$103K	0.14%	46

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

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

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

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

Penn Mutual Asset Management's KIM Position: Q1 2022 in Review

Penn Mutual Asset Management sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 5,465 shares — an estimated $135K sold.

Penn Mutual Asset Management first reported a position in KIM in Q3 2020 and held it in 6 quarters. The position peaked at $148K in Q2 2021. 489 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

Penn Mutual Asset Management reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
Penn Mutual Asset Management sold 5,465 Kimco Realty shares in Q1 2022, an estimated $135K.
Penn Mutual Asset Management first reported a position in Kimco Realty in Q3 2020 and held it in 6 quarters.
Penn Mutual Asset Management's Kimco Realty position peaked at $148K in Q2 2021.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on Penn Mutual Asset Management's 13F filing for Q1 2022, filed 12 May 2022.