BAM
SPG icon

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

Beaumont 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
2024
Q2 		– Sell
-1,994
Closed -$312K – 68
2024
Q1 		$312K Buy
1,994
+51
+3% +$7.48K 0.21% 59
2023
Q4 		$277K Sell
1,943
-1,904
-49% -$230K 0.2% 60
2023
Q3 		$416K Buy
3,847
+53
+1% +$6.21K 0.34% 49
2023
Q2 		$438K Sell
3,794
-70
-2% -$7.63K 0.33% 52
2023
Q1 		$433K Sell
3,864
-125
-3% -$14.9K 0.32% 58
2022
Q4 		$469K Buy
3,989
+80
+2% +$8.89K 0.34% 56
2022
Q3 		$350K Buy
+3,909
New +$400K 0.28% 60

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaumont Asset Management's SPG Position: Q2 2024 in Review

Beaumont Asset Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,994 shares — an estimated $312K sold.

Beaumont Asset Management first reported a position in SPG in Q3 2022 and held it in 7 quarters. The position peaked at $469K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Beaumont Asset Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 1,994 Simon Property Group shares in Q2 2024, an estimated $312K.
  • Beaumont Asset Management first reported a position in Simon Property Group in Q3 2022 and held it in 7 quarters.
  • Beaumont Asset Management's Simon Property Group position peaked at $469K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Beaumont Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.