Sageworth Trust’s Kimco Realty KIM Stock Holding History

Sageworth Trust’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	-162	Closed	-$4K	–	579
2021 Q4	$4K	Sell	162 -542	-77%	-$12.5K	﹤0.01%	447
2021 Q3	$15K	Buy	+704	New	+$15.1K	﹤0.01%	444

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

Sageworth Trust's KIM Position: Q1 2022 in Review

Sageworth Trust sold out of Kimco Realty (KIM) in Q1 2022, closing a stake of 162 shares — an estimated $4K sold.

Sageworth Trust first reported a position in KIM in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 489 funds tracked by Wall St. Rank hold KIM as of Q1 2022.

Sageworth Trust reported no remaining Kimco Realty position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 162 Kimco Realty shares in Q1 2022, an estimated $4K.
Sageworth Trust first reported a position in Kimco Realty in Q3 2021 and held it in 2 quarters.
Sageworth Trust's Kimco Realty position peaked at $15K in Q3 2021.
489 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.