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Stoneridge Investment Partners’s Kimco Realty KIM Stock Holding History

Stoneridge Investment Partners’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
2019
Q1 		– Sell
-35,429
Closed -$519K – 125
2018
Q4 		$519K Buy
35,429
+1,432
+4% +$22.5K 0.16% 109
2018
Q3 		$569K Buy
33,997
+3,800
+13% +$63.8K 0.12% 113
2018
Q2 		$513K Sell
30,197
-2,253
-7% -$34K 0.1% 103
2018
Q1 		$467K Buy
32,450
+21,900
+208% +$337K 0.08% 117
2017
Q4 		$191K Buy
10,550
+179
+2% +$3.35K 0.03% 200
2017
Q3 		$203K Buy
+10,371
New +$203K 0.03% 220

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stoneridge Investment Partners's KIM Position: Q1 2019 in Review

Stoneridge Investment Partners sold out of Kimco Realty (KIM) in Q1 2019, closing a stake of 35,429 shares — an estimated $519K sold.

Stoneridge Investment Partners first reported a position in KIM in Q3 2017 and held it in 6 quarters. The position peaked at $569K in Q3 2018. 431 funds tracked by Wall St. Rank hold KIM as of Q1 2019.

  • Stoneridge Investment Partners reported no remaining Kimco Realty position as of Q1 2019 after selling out during the quarter.
  • Stoneridge Investment Partners sold 35,429 Kimco Realty shares in Q1 2019, an estimated $519K.
  • Stoneridge Investment Partners first reported a position in Kimco Realty in Q3 2017 and held it in 6 quarters.
  • Stoneridge Investment Partners's Kimco Realty position peaked at $569K in Q3 2018.
  • 431 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2019.

Based on Stoneridge Investment Partners's 13F filing for Q1 2019, filed 25 Apr 2019.