BBJS Financial Advisors’s Simon Property Group SPG Stock Holding History

BBJS Financial Advisors’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 Q2	–	Sell	-1	Closed	-$85	–	184
2024 Q1	$85	Sell	1 -1,398	-100%	-$205K	﹤0.01%	135
2023 Q4	$200K	Sell	1,399 -5,033	-78%	-$608K	0.07%	50
2023 Q3	$695K	Buy	6,432 +32	+0.5%	+$3.75K	0.26%	36
2023 Q2	$739K	Buy	6,400 +665	+12%	+$72.4K	0.3%	35
2023 Q1	$642K	Buy	5,735 +1,393	+32%	+$166K	0.26%	38
2022 Q4	$510K	Buy	+4,342	New	+$483K	0.23%	39

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BBJS Financial Advisors's SPG Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1 share — an estimated $85 sold.

BBJS Financial Advisors first reported a position in SPG in Q4 2022 and held it in 6 quarters. The position peaked at $739K in Q2 2023. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

BBJS Financial Advisors reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
BBJS Financial Advisors sold 1 Simon Property Group share in Q2 2024, an estimated $85.
BBJS Financial Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 6 quarters.
BBJS Financial Advisors's Simon Property Group position peaked at $739K in Q2 2023.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.