Benjamin F. Edwards & Company’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $597K | Buy |
3,934
+206
| +6% | +$30.3K | 0.01% | 649 |
|
|
2024
Q1 | $583K | Sell |
3,728
-1,013
| -21% | -$149K | 0.01% | 630 |
|
|
2023
Q4 | $676K | Buy |
4,741
+88
| +2% | +$10.6K | 0.01% | 574 |
|
|
2023
Q3 | $503K | Buy |
4,653
+35
| +0.8% | +$4.1K | 0.02% | 516 |
|
|
2023
Q2 | $533K | Buy |
4,618
+196
| +4% | +$21.3K | 0.02% | 492 |
|
|
2023
Q1 | $495K | Sell |
4,422
-1,406
| -24% | -$168K | 0.02% | 487 |
|
|
2022
Q4 | $685K | Buy |
5,828
+878
| +18% | +$97.6K | 0.03% | 398 |
|
|
2022
Q3 | $444K | Buy |
4,950
+276
| +6% | +$28.2K | 0.02% | 461 |
|
|
2022
Q2 | $444K | Buy |
4,674
+1,746
| +60% | +$200K | 0.02% | 466 |
|
|
2022
Q1 | $385K | Buy |
2,928
+1,659
| +131% | +$236K | 0.02% | 513 |
|
|
2021
Q4 | $203K | Buy |
1,269
+896
| +240% | +$137K | 0.01% | 683 |
|
|
2021
Q3 | $48K | Buy |
373
+119
| +47% | +$15.5K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $33K | Sell |
254
-20
| -7% | -$2.49K | ﹤0.01% | 1115 |
|
|
2021
Q1 | $31K | Buy |
274
+85
| +45% | +$8.87K | ﹤0.01% | 1116 |
|
|
2020
Q4 | $16K | Sell |
189
-487
| -72% | -$37.2K | ﹤0.01% | 1192 |
|
|
2020
Q3 | $44K | Buy |
676
+35
| +5% | +$2.29K | ﹤0.01% | 932 |
|
|
2020
Q2 | $44K | Buy |
641
+38
| +6% | +$2.38K | ﹤0.01% | 915 |
|
|
2020
Q1 | $33K | Buy |
603
+118
| +24% | +$14.1K | ﹤0.01% | 941 |
|
|
2019
Q4 | $72K | Buy |
485
+342
| +239% | +$51.3K | 0.01% | 879 |
|
|
2019
Q3 | $22K | Buy |
143
+19
| +15% | +$2.96K | ﹤0.01% | 1169 |
|
|
2019
Q2 | $20K | Buy |
+124
| New | +$21.4K | ﹤0.01% | 1203 |
|
|
2018
Q2 | – | Sell |
-14
| Closed | -$2K | – | 1653 |
|
|
2018
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q4 | $2K | Sell |
14
-3
| -18% | -$487 | ﹤0.01% | 1494 |
|
|
2017
Q3 | $3K | Buy |
17
+3
| +21% | +$479 | ﹤0.01% | 1407 |
|
|
2017
Q2 | $2K | Sell |
14
-102
| -88% | -$16.6K | ﹤0.01% | 1391 |
|
|
2017
Q1 | $20K | Hold |
116
| – | – | ﹤0.01% | 859 |
|
|
2016
Q4 | $21K | Hold |
116
| – | – | ﹤0.01% | 786 |
|
|
2016
Q3 | $24K | Buy |
116
+14
| +14% | +$3.04K | ﹤0.01% | 675 |
|
|
2016
Q2 | $22K | Hold |
102
| – | – | ﹤0.01% | 655 |
|
|
2016
Q1 | $21K | Sell |
102
-2
| -2% | -$384 | ﹤0.01% | 666 |
|
|
2015
Q4 | $20K | Buy |
104
+2
| +2% | +$387 | ﹤0.01% | 697 |
|
|
2015
Q3 | $19K | Hold |
102
| – | – | ﹤0.01% | 738 |
|
|
2015
Q2 | $18K | Hold |
102
| – | – | ﹤0.01% | 807 |
|
|
2015
Q1 | $20K | Hold |
102
| – | – | ﹤0.01% | 769 |
|
|
2014
Q4 | $19K | Hold |
102
| – | – | ﹤0.01% | 688 |
|
|
2014
Q3 | $17K | Hold |
102
| – | – | ﹤0.01% | 684 |
|
|
2014
Q2 | $17K | Sell |
102
-6
| -6% | -$980 | ﹤0.01% | 650 |
|
|
2014
Q1 | $17K | Sell |
108
-39
| -27% | -$5.81K | ﹤0.01% | 615 |
|
|
2013
Q4 | $21K | Buy |
147
+11
| +8% | +$1.58K | 0.01% | 535 |
|
|
2013
Q3 | $19K | Buy |
136
+28
| +26% | +$4.07K | 0.01% | 518 |
|
|
2013
Q2 | $16K | Buy |
+108
| New | +$17.3K | 0.01% | 502 |
|
Other funds holding SPG
Benjamin F. Edwards & Company's SPG Position: Q2 2024 in Review
Benjamin F. Edwards & Company increased its Simon Property Group (SPG) stake by 5.5% in Q2 2024, buying an estimated $30.3K and bringing the position to 3,934 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #649.
Benjamin F. Edwards & Company first reported a position in SPG in Q2 2013 and has held it in 41 quarters since. The position peaked at $685K in Q4 2022. 1,101 funds tracked by Wall St. Rank hold SPG as of Q2 2024.
- Benjamin F. Edwards & Company held 3,934 shares of Simon Property Group worth $597K as of Q2 2024.
- Benjamin F. Edwards & Company bought 206 Simon Property Group shares in Q2 2024, an estimated $30.3K.
- Simon Property Group made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #649 holding.
- Benjamin F. Edwards & Company first reported a position in Simon Property Group in Q2 2013 and has held it in 41 quarters since.
- Benjamin F. Edwards & Company's Simon Property Group position peaked at $685K in Q4 2022.
- 1,101 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.