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Sovereign Financial Group’s Kimco Realty KIM Stock Holding History

Sovereign Financial Group’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
2021
Q3 		– Sell
-12,410
Closed -$233K – 182
2021
Q2 		$233K Hold
12,410
– – 0.14% 143
2021
Q1 		$233K Buy
+12,410
New +$219K 0.15% 143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sovereign Financial Group's KIM Position: Q3 2021 in Review

Sovereign Financial Group sold out of Kimco Realty (KIM) in Q3 2021, closing a stake of 12,410 shares — an estimated $233K sold.

Sovereign Financial Group first reported a position in KIM in Q1 2021 and held it in 2 quarters. The position peaked at $233K in Q2 2021. 472 funds tracked by Wall St. Rank hold KIM as of Q3 2021.

  • Sovereign Financial Group reported no remaining Kimco Realty position as of Q3 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 12,410 Kimco Realty shares in Q3 2021, an estimated $233K.
  • Sovereign Financial Group first reported a position in Kimco Realty in Q1 2021 and held it in 2 quarters.
  • Sovereign Financial Group's Kimco Realty position peaked at $233K in Q2 2021.
  • 472 funds tracked by Wall St. Rank held Kimco Realty as of Q3 2021.

Based on Sovereign Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.