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Sandy Spring Bank’s Kimco Realty KIM Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-697
Closed -$12.3K – 1202
2023
Q3 		$12.3K Buy
697
+9
+1% +$175 ﹤0.01% 786
2023
Q2 		$13.6K Buy
688
+8
+1% +$151 ﹤0.01% 780
2023
Q1 		$13.3K Buy
680
+9
+1% +$185 ﹤0.01% 775
2022
Q4 		$14.2K Buy
671
+7
+1% +$147 ﹤0.01% 751
2022
Q3 		$12K Buy
664
+8
+1% +$169 ﹤0.01% 765
2022
Q2 		$13K Buy
656
+6
+0.9% +$138 ﹤0.01% 779
2022
Q1 		$16K Buy
650
+5
+0.8% +$121 ﹤0.01% 758
2021
Q4 		$16K Buy
645
+5
+0.8% +$116 ﹤0.01% 807
2021
Q3 		$13K Buy
+640
New +$13.7K ﹤0.01% 831
2017
Q3 		– Sell
-600
Closed -$11K – 832
2017
Q2 		$11K Buy
+600
New +$11.8K ﹤0.01% 667
2016
Q3 		– Sell
-350
Closed -$11K – 858
2016
Q2 		$11K Sell
350
-346
-50% -$9.96K ﹤0.01% 634
2016
Q1 		$20K Buy
+696
New +$18.8K ﹤0.01% 576

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sandy Spring Bank's KIM Position: Q4 2023 in Review

Sandy Spring Bank sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 697 shares — an estimated $12.3K sold.

Sandy Spring Bank first reported a position in KIM in Q1 2016 and held it in 12 quarters. The position peaked at $20K in Q1 2016. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

  • Sandy Spring Bank reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 697 Kimco Realty shares in Q4 2023, an estimated $12.3K.
  • Sandy Spring Bank first reported a position in Kimco Realty in Q1 2016 and held it in 12 quarters.
  • Sandy Spring Bank's Kimco Realty position peaked at $20K in Q1 2016.
  • 520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.