AGF Investments Inc’s Simon Property Group SPG Stock Holding History

AGF Investments Inc’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	$3.04M	Hold	33,924	–	–	0.03%	247
2022 Q2	$3.22M	Hold	33,924	–	–	0.03%	247
2022 Q1	$4.46M	Hold	33,924	–	–	0.03%	248
2021 Q4	$5.42M	Buy	+33,924	New	+$5.18M	0.04%	241
2020 Q4	–	Sell	-3,780	Closed	-$244K	–	834
2020 Q3	$244K	Sell	3,780 -5,428	-59%	-$356K	﹤0.01%	611
2020 Q2	$630K	Buy	9,208 +4,532	+97%	+$284K	0.01%	406
2020 Q1	$257K	Buy	+4,676	New	+$559K	﹤0.01%	507
2019 Q4	–	Sell	-2,532	Closed	-$394K	–	365
2019 Q3	$394K	Hold	2,532	–	–	﹤0.01%	314
2019 Q2	$405K	Buy	+2,532	New	+$436K	﹤0.01%	308
2013 Q4	–	Sell	-23,277	Closed	-$3.24M	–	445
2013 Q3	$3.24M	Sell	23,277 -2,336	-9%	-$339K	0.04%	266
2013 Q2	$3.8M	Buy	+25,613	New	+$4.11M	0.04%	244

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

AGF Investments Inc's SPG Position: Q3 2022 in Review

AGF Investments Inc held its Simon Property Group (SPG) position steady in Q3 2022 at 33,924 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #247.

AGF Investments Inc first reported a position in SPG in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.42M in Q4 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

AGF Investments Inc held 33,924 shares of Simon Property Group worth $3.04M as of Q3 2022.
AGF Investments Inc left its Simon Property Group share count unchanged in Q3 2022.
Simon Property Group made up 0.03% of AGF Investments Inc's portfolio in Q3 2022, its #247 holding.
AGF Investments Inc first reported a position in Simon Property Group in Q2 2013 and has held it in 11 quarters since.
AGF Investments Inc's Simon Property Group position peaked at $5.42M in Q4 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.