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Sowell Financial Services’s Kimco Realty KIM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-8,368
Closed -$175K – 1695
2021
Q1 		$175K Buy
8,368
+7,357
+728% +$130K 0.01% 1116
2020
Q4 		$15K Buy
1,011
+981
+3,270% +$13K ﹤0.01% 1859
2020
Q3 		$0 Hold
30
– – ﹤0.01% 2628
2020
Q2 		$0 Buy
+30
New +$334 ﹤0.01% 2572
2020
Q1 		– Sell
-156
Closed -$3K – 2569
2019
Q4 		$3K Buy
156
+146
+1,460% +$3.06K ﹤0.01% 2070
2019
Q3 		$0 Buy
+10
New +$190 ﹤0.01% 2422

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's KIM Position: Q2 2021 in Review

Sowell Financial Services sold out of Kimco Realty (KIM) in Q2 2021, closing a stake of 8,368 shares — an estimated $175K sold.

Sowell Financial Services first reported a position in KIM in Q3 2019 and held it in 6 quarters. The position peaked at $175K in Q1 2021. 404 funds tracked by Wall St. Rank hold KIM as of Q2 2021.

  • Sowell Financial Services reported no remaining Kimco Realty position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,368 Kimco Realty shares in Q2 2021, an estimated $175K.
  • Sowell Financial Services first reported a position in Kimco Realty in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Kimco Realty position peaked at $175K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.