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AFS Financial Group’s Simon Property Group SPG Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-4,822
Closed -$688K – 46
2023
Q4 		$688K Sell
4,822
-7,741
-62% -$936K 0.65% 22
2023
Q3 		$1.36M Sell
12,563
-108
-0.9% -$12.6K 0.93% 30
2023
Q2 		$1.46M Sell
12,671
-11
-0.1% -$1.2K 0.95% 30
2023
Q1 		$1.42M Buy
12,682
+70
+0.6% +$8.36K 0.95% 26
2022
Q4 		$1.48M Buy
+12,612
New +$1.4M 1.05% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AFS Financial Group's SPG Position: Q1 2024 in Review

AFS Financial Group sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 4,822 shares — an estimated $688K sold.

AFS Financial Group first reported a position in SPG in Q4 2022 and held it in 5 quarters. The position peaked at $1.48M in Q4 2022. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • AFS Financial Group reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 4,822 Simon Property Group shares in Q1 2024, an estimated $688K.
  • AFS Financial Group first reported a position in Simon Property Group in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Simon Property Group position peaked at $1.48M in Q4 2022.
  • 1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.