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

Baldrige Asset Management’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 Q1	$0	Buy	+2	New	+$239	﹤0.01%	458

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baldrige Asset Management's SPG Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Simon Property Group (SPG) in Q1 2023: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Baldrige Asset Management held 2 shares of Simon Property Group worth $0 as of Q1 2023.
Simon Property Group was a new Baldrige Asset Management position in Q1 2023.
Simon Property Group made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #458 holding.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.