Safeguard Financial’s Kimco Realty KIM Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-120	Closed	-$2K	–	326
2023 Q2	$2K	Buy	+120	New	+$2.26K	﹤0.01%	461

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Safeguard Financial's KIM Position: Q3 2023 in Review

Safeguard Financial sold out of Kimco Realty (KIM) in Q3 2023, closing a stake of 120 shares — an estimated $2K sold.

Safeguard Financial first reported a position in KIM in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 489 funds tracked by Wall St. Rank hold KIM as of Q3 2023.

Safeguard Financial reported no remaining Kimco Realty position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 120 Kimco Realty shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in Kimco Realty in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Kimco Realty position peaked at $2K in Q2 2023.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.