Arlington Partners’s Simon Property Group SPG Stock Holding History

Arlington Partners’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	-233	Closed	-$33.2K	–	214
2023 Q4	$33.2K	Hold	233	–	–	0.01%	162
2023 Q3	$25.2K	Hold	233	–	–	0.01%	169
2023 Q2	$26.9K	Hold	233	–	–	﹤0.01%	363
2023 Q1	$26.1K	Hold	233	–	–	﹤0.01%	318
2022 Q4	$27.4K	Hold	233	–	–	﹤0.01%	275
2022 Q3	$21K	Sell	233 -43	-16%	-$4.4K	0.01%	256
2022 Q2	$26K	Hold	276	–	–	0.01%	304
2022 Q1	$36K	Hold	276	–	–	0.01%	275
2021 Q4	$44K	Buy	+276	New	+$42.1K	0.01%	296

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Arlington Partners's SPG Position: Q1 2024 in Review

Arlington Partners sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 233 shares — an estimated $33.2K sold.

Arlington Partners first reported a position in SPG in Q4 2021 and held it in 9 quarters. The position peaked at $44K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Arlington Partners reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 233 Simon Property Group shares in Q1 2024, an estimated $33.2K.
Arlington Partners first reported a position in Simon Property Group in Q4 2021 and held it in 9 quarters.
Arlington Partners's Simon Property Group position peaked at $44K in Q4 2021.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.