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Abich Financial Wealth Management’s Simon Property Group SPG Stock Holding History

Abich Financial Wealth Management’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$107K Sell
631
-438
-41% -$69.3K 0.24% 39
2024
Q2 		$162K Buy
1,069
+1,061
+13,263% +$156K 0.11% 60
2024
Q1 		$1.25K Sell
8
-649
-99% -$95.2K ﹤0.01% 398
2023
Q4 		$93.7K Buy
+657
New +$79.4K 0.09% 47

Other funds holding SPG

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's SPG Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Simon Property Group (SPG) stake by 41% in Q3 2024, selling an estimated $69.3K and leaving 631 shares worth $107K. The position accounts for 0.24% of the portfolio, ranked #39.

Abich Financial Wealth Management first reported a position in SPG in Q4 2023 and has held it in 4 quarters since. The position peaked at $162K in Q2 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Abich Financial Wealth Management held 631 shares of Simon Property Group worth $107K as of Q3 2024.
  • Abich Financial Wealth Management sold 438 Simon Property Group shares in Q3 2024, an estimated $69.3K.
  • Simon Property Group made up 0.24% of Abich Financial Wealth Management's portfolio in Q3 2024, its #39 holding.
  • Abich Financial Wealth Management first reported a position in Simon Property Group in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Simon Property Group position peaked at $162K in Q2 2024.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.