Asset Management Resources’s Simon Property Group SPG Stock Holding History

Asset Management Resources’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
2023 Q4	$392K	Sell	2,746 -518	-16%	-$62.6K	0.22%	34
2023 Q3	$353K	Sell	3,264 -13	-0.4%	-$1.52K	0.22%	40
2023 Q2	$378K	Buy	3,277 +30	+0.9%	+$3.27K	0.23%	37
2023 Q1	$364K	Buy	3,247 +8	+0.2%	+$955	0.23%	34
2022 Q4	$381K	Sell	3,239 -40	-1%	-$4.45K	0.26%	34
2022 Q3	$294K	Buy	3,279 +662	+25%	+$67.7K	0.29%	37
2022 Q2	$248K	Buy	2,617 +18	+0.7%	+$2.06K	0.21%	39
2022 Q1	$342K	Sell	2,599 -172	-6%	-$24.5K	0.28%	34
2021 Q4	$443K	Buy	+2,771	New	+$423K	0.39%	27

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Asset Management Resources's SPG Position: Q4 2023 in Review

Asset Management Resources reduced its Simon Property Group (SPG) stake by 16% in Q4 2023, selling an estimated $62.6K and leaving 2,746 shares worth $392K. The position accounts for 0.22% of the portfolio, ranked #34.

Asset Management Resources first reported a position in SPG in Q4 2021 and has held it in 9 quarters since. The position peaked at $443K in Q4 2021. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Asset Management Resources held 2,746 shares of Simon Property Group worth $392K as of Q4 2023.
Asset Management Resources sold 518 Simon Property Group shares in Q4 2023, an estimated $62.6K.
Simon Property Group made up 0.22% of Asset Management Resources's portfolio in Q4 2023, its #34 holding.
Asset Management Resources first reported a position in Simon Property Group in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's Simon Property Group position peaked at $443K in Q4 2021.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.