All Season Financial Advisors’s Simon Property Group SPG Stock Holding History

All Season Financial Advisors’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	$424K	Buy	+2,508	New	+$397K	0.36%	67
2024 Q2	–	Sell	-1,843	Closed	-$288K	–	116
2024 Q1	$288K	Buy	1,843 +44	+2%	+$6.45K	0.24%	94
2023 Q4	$257K	Buy	+1,799	New	+$217K	0.22%	93
2022 Q2	–	Sell	-2,769	Closed	-$364K	–	166
2022 Q1	$364K	Sell	2,769 -1,627	-37%	-$232K	0.26%	104
2021 Q4	$702K	Sell	4,396 -659	-13%	-$101K	0.49%	41
2021 Q3	$657K	Buy	5,055 +613	+14%	+$79.8K	0.53%	39
2021 Q2	$580K	Buy	+4,442	New	+$552K	0.42%	50

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

All Season Financial Advisors's SPG Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in Simon Property Group (SPG) in Q3 2024: 2,508 shares worth $424K. The stake represents 0.36% of the portfolio and ranks #67 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in SPG as recently as Q1 2024.

All Season Financial Advisors first reported a position in SPG in Q2 2021 and has held it in 7 quarters since. The position peaked at $702K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

All Season Financial Advisors held 2,508 shares of Simon Property Group worth $424K as of Q3 2024.
Simon Property Group was a new All Season Financial Advisors position in Q3 2024.
Simon Property Group made up 0.36% of All Season Financial Advisors's portfolio in Q3 2024, its #67 holding.
All Season Financial Advisors first reported a position in Simon Property Group in Q2 2021 and has held it in 7 quarters since.
All Season Financial Advisors's Simon Property Group position peaked at $702K in Q4 2021.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.