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USA Financial Formulas’s Kimco Realty KIM Stock Holding History

USA Financial Formulas’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
2023
Q4 		– Sell
-17
Closed -$299 – 452
2023
Q3 		$299 Hold
17
– – ﹤0.01% 480
2023
Q2 		$335 Hold
17
– – ﹤0.01% 466
2023
Q1 		$332 Buy
+17
New +$350 ﹤0.01% 402
2022
Q3 		$0 Hold
17
– – ﹤0.01% 359
2022
Q2 		$0 Hold
17
– – ﹤0.01% 389
2022
Q1 		$0 Sell
17
-10
-37% -$241 ﹤0.01% 429
2021
Q4 		$1K Sell
27
-50,960
-100% -$1.18M ﹤0.01% 329
2021
Q3 		$1.06M Buy
+50,987
New +$1.09M 0.94% 47
2016
Q4 		– Sell
-86,695
Closed -$2.51M – 305
2016
Q3 		$2.51M Sell
86,695
-5,771
-6% -$176K 0.64% 63
2016
Q2 		$2.9M Buy
+92,466
New +$2.66M 0.8% 40

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

USA Financial Formulas's KIM Position: Q4 2023 in Review

USA Financial Formulas sold out of Kimco Realty (KIM) in Q4 2023, closing a stake of 17 shares — an estimated $299 sold.

USA Financial Formulas first reported a position in KIM in Q2 2016 and held it in 10 quarters. The position peaked at $2.9M in Q2 2016. 520 funds tracked by Wall St. Rank hold KIM as of Q4 2023.

  • USA Financial Formulas reported no remaining Kimco Realty position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 17 Kimco Realty shares in Q4 2023, an estimated $299.
  • USA Financial Formulas first reported a position in Kimco Realty in Q2 2016 and held it in 10 quarters.
  • USA Financial Formulas's Kimco Realty position peaked at $2.9M in Q2 2016.
  • 520 funds tracked by Wall St. Rank held Kimco Realty as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.