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Simplicity Solutions’s Kimco Realty KIM Stock Holding History

Simplicity Solutions’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 		$632K Sell
29,677
-3,981
-12% -$75.1K 0.02% 582
2023
Q3 		$592K Sell
33,658
-5,539
-14% -$108K 0.02% 554
2023
Q2 		$773K Sell
39,197
-265
-0.7% -$4.99K 0.02% 536
2023
Q1 		$771K Buy
39,462
+26,945
+215% +$555K 0.02% 555
2022
Q4 		$265K Sell
12,517
-4,941
-28% -$104K 0.04% 516
2022
Q3 		$321K Buy
+17,458
New +$368K 0.05% 434
2020
Q3 		– Sell
-19,688
Closed -$253K – 906
2020
Q2 		$253K Sell
19,688
-3,011
-13% -$33.5K 0.01% 772
2020
Q1 		$219K Sell
22,699
-14,496
-39% -$249K 0.01% 668
2019
Q4 		$770K Buy
37,195
+1,408
+4% +$29.5K 0.02% 447
2019
Q3 		$747K Sell
35,787
-2
-0% -$38 0.03% 355
2019
Q2 		$661K Buy
+35,789
New +$648K 0.03% 324
2018
Q1 		– Sell
-18,319
Closed -$332K – 393
2017
Q4 		$332K Buy
18,319
+1,181
+7% +$22.1K 0.03% 280
2017
Q3 		$335K Buy
17,138
+3,343
+24% +$65.6K 0.23% 132
2017
Q2 		$253K Buy
13,795
+3,096
+29% +$60.7K 0.03% 349
2017
Q1 		$236K Buy
+10,699
New +$257K 0.04% 343

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

Simplicity Solutions's KIM Position: Q4 2023 in Review

Simplicity Solutions reduced its Kimco Realty (KIM) stake by 12% in Q4 2023, selling an estimated $75.1K and leaving 29,677 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #582.

Simplicity Solutions first reported a position in KIM in Q1 2017 and has held it in 15 quarters since. The position peaked at $773K in Q2 2023. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

  • Simplicity Solutions held 29,677 shares of Kimco Realty worth $632K as of Q4 2023.
  • Simplicity Solutions sold 3,981 Kimco Realty shares in Q4 2023, an estimated $75.1K.
  • Kimco Realty made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #582 holding.
  • Simplicity Solutions first reported a position in Kimco Realty in Q1 2017 and has held it in 15 quarters since.
  • Simplicity Solutions's Kimco Realty position peaked at $773K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.