TrueWealth LLC’s Kimco Realty KIM Stock Holding History

TrueWealth LLC’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
2020 Q2	$9K	Buy	706 +20	+3%	+$222	﹤0.01%	484
2020 Q1	$7K	Buy	686 +10	+1%	+$172	﹤0.01%	501
2019 Q4	$14K	Buy	676 +9	+1%	+$189	0.01%	421
2019 Q3	$14K	Buy	+667	New	+$12.7K	0.01%	413
2019 Q2	–	Hold	0	–	–	–	437
2019 Q1	–	Hold	0	–	–	–	434
2018 Q4	–	Hold	0	–	–	–	452
2018 Q3	–	Hold	0	–	–	–	486
2018 Q2	–	Hold	0	–	–	–	484
2017 Q4	–	Hold	0	–	–	–	862

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

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

TrueWealth LLC's KIM Position: Q2 2020 in Review

TrueWealth LLC increased its Kimco Realty (KIM) stake by 2.9% in Q2 2020, buying an estimated $222 and bringing the position to 706 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

TrueWealth LLC first reported a position in KIM in Q3 2019 and has held it in 4 quarters since. The position peaked at $14K in Q4 2019. 401 funds tracked by Wall St. Rank hold KIM as of Q2 2020.

TrueWealth LLC held 706 shares of Kimco Realty worth $9K as of Q2 2020.
TrueWealth LLC bought 20 Kimco Realty shares in Q2 2020, an estimated $222.
Kimco Realty made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #484 holding.
TrueWealth LLC first reported a position in Kimco Realty in Q3 2019 and has held it in 4 quarters since.
TrueWealth LLC's Kimco Realty position peaked at $14K in Q4 2019.
401 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.