ACG Wealth’s Simon Property Group SPG Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-794	Closed	-$75K	–	897
2022 Q2	$75K	Buy	+794	New	+$91K	0.02%	374

Other funds holding SPG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACG Wealth's SPG Position: Q3 2022 in Review

ACG Wealth sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 794 shares — an estimated $75K sold.

ACG Wealth first reported a position in SPG in Q2 2022 and held it in 1 quarter. The position peaked at $75K in Q2 2022. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

ACG Wealth reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 794 Simon Property Group shares in Q3 2022, an estimated $75K.
ACG Wealth first reported a position in Simon Property Group in Q2 2022 and held it in 1 quarter.
ACG Wealth's Simon Property Group position peaked at $75K in Q2 2022.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.