Baystate Wealth Management’s Simon Property Group SPG Stock Holding History

Baystate Wealth 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 Q4	$50.7K	Buy	355 +6	+2%	+$725	﹤0.01%	384
2023 Q3	$37.8K	Buy	349 +6	+2%	+$703	﹤0.01%	381
2023 Q2	$39.7K	Buy	343 +5	+1%	+$545	﹤0.01%	359
2023 Q1	$37.9K	Buy	338 +7	+2%	+$836	﹤0.01%	370
2022 Q4	$39K	Buy	331 +5	+2%	+$556	﹤0.01%	367
2022 Q3	$29K	Buy	326 +6	+2%	+$614	﹤0.01%	383
2022 Q2	$30K	Buy	320 +5	+2%	+$573	﹤0.01%	389
2022 Q1	$41K	Buy	315 +4	+1%	+$570	﹤0.01%	353
2021 Q4	$50K	Buy	311 +3	+1%	+$458	﹤0.01%	325
2021 Q3	$40K	Buy	308 +7	+2%	+$911	﹤0.01%	322
2021 Q2	$39K	Buy	301 +3	+1%	+$373	﹤0.01%	306
2021 Q1	$34K	Buy	298 +285	+2,192%	+$29.7K	﹤0.01%	300
2020 Q4	$1K	Sell	13 -1	-7%	-$76	﹤0.01%	647
2020 Q3	$1K	Buy	14 +1	+8%	+$66	﹤0.01%	611
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	624
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	573
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	538
2019 Q3	$2K	Sell	13 -26	-67%	-$4.04K	﹤0.01%	490
2019 Q2	$6K	Hold	39	–	–	﹤0.01%	416
2019 Q1	$7K	Hold	39	–	–	﹤0.01%	416
2018 Q4	$7K	Buy	39 +1	+3%	+$179	﹤0.01%	414
2018 Q3	$7K	Hold	38	–	–	﹤0.01%	414
2018 Q2	$7K	Hold	38	–	–	﹤0.01%	411
2018 Q1	$6K	Sell	38 -31	-45%	-$4.93K	﹤0.01%	411
2017 Q4	$11K	Sell	69 -1	-1%	-$162	﹤0.01%	361
2017 Q3	$11K	Buy	70 +31	+79%	+$4.95K	﹤0.01%	340
2017 Q2	$6K	Buy	39 +1	+3%	+$163	﹤0.01%	400
2017 Q1	$7K	Buy	38 +12	+46%	+$2.14K	﹤0.01%	368
2016 Q4	$5K	Buy	+26	New	+$4.83K	﹤0.01%	357

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

Baystate Wealth Management's SPG Position: Q4 2023 in Review

Baystate Wealth Management increased its Simon Property Group (SPG) stake by 1.7% in Q4 2023, buying an estimated $725 and bringing the position to 355 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Baystate Wealth Management first reported a position in SPG in Q4 2016 and has held it in 29 quarters since. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Baystate Wealth Management held 355 shares of Simon Property Group worth $50.7K as of Q4 2023.
Baystate Wealth Management bought 6 Simon Property Group shares in Q4 2023, an estimated $725.
Simon Property Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #384 holding.
Baystate Wealth Management first reported a position in Simon Property Group in Q4 2016 and has held it in 29 quarters since.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.