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

Albion 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
2021
Q4 		– Sell
-1,000
Closed -$130K – 686
2021
Q3 		$130K Hold
1,000
– – 0.01% 199
2021
Q2 		$130K Buy
+1,000
New +$124K 0.01% 201

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Albion Financial Group's SPG Position: Q4 2021 in Review

Albion Financial Group sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 1,000 shares — an estimated $130K sold.

Albion Financial Group first reported a position in SPG in Q2 2021 and held it in 2 quarters. The position peaked at $130K in Q3 2021. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Albion Financial Group reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Albion Financial Group sold 1,000 Simon Property Group shares in Q4 2021, an estimated $130K.
  • Albion Financial Group first reported a position in Simon Property Group in Q2 2021 and held it in 2 quarters.
  • Albion Financial Group's Simon Property Group position peaked at $130K in Q3 2021.
  • 1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Albion Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.