Psagot Value Holdings’s Kimco Realty KIM Stock Holding History

Psagot Value Holdings’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
2024 Q2	–	Sell	-120	Closed	-$2K	–	63
2024 Q1	$2K	Hold	120	–	–	0.02%	114
2023 Q4	$3K	Buy	120 +103	+606%	+$1.94K	﹤0.01%	452
2023 Q3	$0	Buy	+17	New	+$330	﹤0.01%	568
2017 Q2	–	Sell	-3,000	Closed	-$66K	–	335
2017 Q1	$66K	Hold	3,000	–	–	﹤0.01%	264
2016 Q4	$75K	Sell	3,000 -1,000	-25%	-$26.3K	﹤0.01%	257
2016 Q3	$116K	Hold	4,000	–	–	﹤0.01%	235
2016 Q2	$126K	Hold	4,000	–	–	0.01%	223
2016 Q1	$115K	Sell	4,000 -1,000	-20%	-$27K	﹤0.01%	272
2015 Q4	$132K	Sell	5,000 -1,400	-22%	-$36.5K	﹤0.01%	266
2015 Q3	$156K	Sell	6,400 -1,600	-20%	-$38.4K	0.01%	243
2015 Q2	$180K	Hold	8,000	–	–	0.01%	252
2015 Q1	$215K	Hold	8,000	–	–	0.01%	225
2014 Q4	$201K	Hold	8,000	–	–	0.01%	222
2014 Q3	$175K	Sell	8,000 -2,000	-20%	-$45.8K	0.01%	232
2014 Q2	$230K	Sell	10,000 -14,469	-59%	-$329K	0.01%	214
2014 Q1	$536K	Sell	24,469 -6,938	-22%	-$148K	0.02%	187
2013 Q4	$620K	Sell	31,407 -11,020	-26%	-$228K	0.02%	186
2013 Q3	$856K	Buy	42,427 +29,927	+239%	+$638K	0.03%	166
2013 Q2	$268K	Buy	+12,500	New	+$286K	0.01%	217

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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