VitalStone Financial’s Kimco Realty KIM Stock Holding History

VitalStone Financial’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 Q2	–	Sell	-1,567	Closed	-$39K	–	974
2023 Q1	$39K	Buy	+1,567	New	+$32.2K	0.03%	120

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

VitalStone Financial's KIM Position: Q2 2023 in Review

VitalStone Financial sold out of Kimco Realty (KIM) in Q2 2023, closing a stake of 1,567 shares — an estimated $39K sold.

VitalStone Financial first reported a position in KIM in Q1 2023 and held it in 1 quarter. The position peaked at $39K in Q1 2023. 496 funds tracked by Wall St. Rank hold KIM as of Q2 2023.

VitalStone Financial reported no remaining Kimco Realty position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 1,567 Kimco Realty shares in Q2 2023, an estimated $39K.
VitalStone Financial first reported a position in Kimco Realty in Q1 2023 and held it in 1 quarter.
VitalStone Financial's Kimco Realty position peaked at $39K in Q1 2023.
496 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.