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Plante Moran Financial Advisors’s Kimco Realty KIM Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-88
Closed -$2K – 972
2022
Q2 		$2K Buy
+88
New +$2.02K ﹤0.01% 823
2019
Q2 		– Sell
-450
Closed -$8K – 810
2019
Q1 		$8K Buy
+450
New +$7.72K ﹤0.01% 574
2018
Q2 		– Sell
-126
Closed -$2K – 904
2018
Q1 		$2K Buy
+126
New +$1.94K ﹤0.01% 846
2017
Q1 		– Sell
-537
Closed -$14K – 953
2016
Q4 		$14K Buy
537
+60
+13% +$1.58K 0.01% 532
2016
Q3 		$14K Buy
+477
New +$14.5K 0.01% 542
2014
Q1 		– Sell
-579
Closed -$11K – 662
2013
Q4 		$11K Buy
+579
New +$12K 0.01% 432

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's KIM Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Kimco Realty (KIM) in Q3 2022, closing a stake of 88 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in KIM in Q4 2013 and held it in 6 quarters. The position peaked at $14K in Q4 2016. 482 funds tracked by Wall St. Rank hold KIM as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Kimco Realty position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 88 Kimco Realty shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Kimco Realty in Q4 2013 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Kimco Realty position peaked at $14K in Q4 2016.
  • 482 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.