Beck Mack & Oliver’s Simon Property Group SPG Stock Holding History

Beck Mack & Oliver’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 Q3	–	Sell	-1,700	Closed	-$258K	–	180
2024 Q2	$258K	Buy	+1,700	New	+$250K	0.01%	152

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beck Mack & Oliver's SPG Position: Q3 2024 in Review

Beck Mack & Oliver sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,700 shares — an estimated $258K sold.

Beck Mack & Oliver first reported a position in SPG in Q2 2024 and held it in 1 quarter. The position peaked at $258K in Q2 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Beck Mack & Oliver reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Beck Mack & Oliver sold 1,700 Simon Property Group shares in Q3 2024, an estimated $258K.
Beck Mack & Oliver first reported a position in Simon Property Group in Q2 2024 and held it in 1 quarter.
Beck Mack & Oliver's Simon Property Group position peaked at $258K in Q2 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Beck Mack & Oliver's 13F filing for Q3 2024, filed 13 Nov 2024.