AlphaMark Advisors’s Simon Property Group SPG Stock Holding History

AlphaMark 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 Q1	–	Sell	-150	Closed	-$21K	–	806
2023 Q4	$21K	Hold	150	–	–	0.01%	440
2023 Q3	$16K	Hold	150	–	–	0.01%	455
2023 Q2	$17K	Hold	150	–	–	0.01%	338
2023 Q1	$17K	Hold	150	–	–	0.01%	345
2022 Q4	$18K	Sell	150 -165	-52%	-$18.3K	0.01%	304
2022 Q3	$28K	Hold	315	–	–	0.01%	270
2022 Q2	$30K	Hold	315	–	–	0.01%	276
2022 Q1	$41K	Hold	315	–	–	0.02%	251
2021 Q4	$50K	Buy	315 +150	+91%	+$22.9K	0.02%	234
2021 Q3	$21K	Hold	165	–	–	0.01%	327
2021 Q2	$22K	Hold	165	–	–	0.01%	319
2021 Q1	$19K	Buy	165 +62	+60%	+$6.47K	0.01%	336
2020 Q4	$9K	Hold	103	–	–	﹤0.01%	383
2020 Q3	$7K	Hold	103	–	–	﹤0.01%	411
2020 Q2	$7K	Hold	103	–	–	﹤0.01%	411
2020 Q1	$6K	Buy	+103	New	+$12.3K	﹤0.01%	371

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AlphaMark Advisors's SPG Position: Q1 2024 in Review

AlphaMark Advisors sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 150 shares — an estimated $21K sold.

AlphaMark Advisors first reported a position in SPG in Q1 2020 and held it in 16 quarters. The position peaked at $50K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

AlphaMark Advisors reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
AlphaMark Advisors sold 150 Simon Property Group shares in Q1 2024, an estimated $21K.
AlphaMark Advisors first reported a position in Simon Property Group in Q1 2020 and held it in 16 quarters.
AlphaMark Advisors's Simon Property Group position peaked at $50K in Q4 2021.
1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on AlphaMark Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.