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Annapolis Financial Services’s Simon Property Group SPG Stock Holding History

Annapolis Financial Services’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 		$170 Buy
+1
New +$158 ﹤0.01% 457
2023
Q1 		– Sell
-1
Closed -$117 – 467
2022
Q4 		$117 Hold
1
– – ﹤0.01% 427
2022
Q3 		$0 Hold
1
– – ﹤0.01% 552
2022
Q2 		$0 Buy
+1
New +$115 ﹤0.01% 488

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Annapolis Financial Services's SPG Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Simon Property Group (SPG) in Q3 2024: 1 share worth $170. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in SPG as recently as Q4 2022.

Annapolis Financial Services first reported a position in SPG in Q2 2022 and has held it in 4 quarters since. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Annapolis Financial Services held 1 share of Simon Property Group worth $170 as of Q3 2024.
  • Simon Property Group was a new Annapolis Financial Services position in Q3 2024.
  • Simon Property Group made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #457 holding.
  • Annapolis Financial Services first reported a position in Simon Property Group in Q2 2022 and has held it in 4 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.