Systematic Alpha Investments’s Kimco Realty KIM Stock Holding History

Systematic Alpha Investments’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
2024 Q1	–	Sell	-2,698	Closed	-$57.5K	–	248
2023 Q4	$57.5K	Hold	2,698	–	–	﹤0.01%	274
2023 Q3	$47.5K	Buy	+2,698	New	+$52.4K	﹤0.01%	270
2023 Q2	–	Sell	-2,698	Closed	-$52.7K	–	278
2023 Q1	$52.7K	Buy	+2,698	New	+$55.5K	﹤0.01%	269
2022 Q2	–	Sell	-23,698	Closed	-$585K	–	222
2022 Q1	$585K	Buy	+23,698	New	+$572K	0.03%	139
2021 Q4	–	Sell	-2,698	Closed	-$61K	–	364
2021 Q3	$61K	Buy	+2,698	New	+$57.7K	﹤0.01%	301

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Systematic Alpha Investments's KIM Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Kimco Realty (KIM) in Q1 2024, closing a stake of 2,698 shares — an estimated $57.5K sold.

Systematic Alpha Investments first reported a position in KIM in Q3 2021 and held it in 5 quarters. The position peaked at $585K in Q1 2022. 536 funds tracked by Wall St. Rank hold KIM as of Q1 2024.

Systematic Alpha Investments reported no remaining Kimco Realty position as of Q1 2024 after selling out during the quarter.
Systematic Alpha Investments sold 2,698 Kimco Realty shares in Q1 2024, an estimated $57.5K.
Systematic Alpha Investments first reported a position in Kimco Realty in Q3 2021 and held it in 5 quarters.
Systematic Alpha Investments's Kimco Realty position peaked at $585K in Q1 2022.
536 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.