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

BerganKDV 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 Q2	–	Sell	-30	Closed	-$3.35K	–	1051
2023 Q1	$3.35K	Hold	30	–	–	﹤0.01%	753
2022 Q4	$3.49K	Buy	30 +1	+3%	+$111	﹤0.01%	725
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	774
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	788
2022 Q1	$4K	Hold	29	–	–	﹤0.01%	772
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	786
2021 Q3	$4K	Sell	29 -56	-66%	-$7.29K	﹤0.01%	792
2021 Q2	$11K	Buy	85 +1	+1%	+$124	﹤0.01%	595
2021 Q1	$10K	Buy	84 +1	+1%	+$104	﹤0.01%	584
2020 Q4	$7K	Sell	83 -139	-63%	-$10.6K	﹤0.01%	619
2020 Q3	$14K	Buy	222 +13	+6%	+$852	﹤0.01%	471
2020 Q2	$14K	Sell	209 -56	-21%	-$3.51K	﹤0.01%	497
2020 Q1	$15K	Buy	265 +17	+7%	+$2.03K	﹤0.01%	450
2019 Q4	$37K	Buy	248 +74	+43%	+$11.1K	0.01%	375
2019 Q3	$27K	Sell	174 -7	-4%	-$1.09K	0.01%	396
2019 Q2	$29K	Buy	181 +9	+5%	+$1.55K	0.01%	382
2019 Q1	$31K	Hold	172	–	–	0.01%	388
2018 Q4	$29K	Buy	172 +1	+0.6%	+$179	0.01%	354
2018 Q3	$30K	Sell	171 -24	-12%	-$4.25K	0.01%	373
2018 Q2	$33K	Buy	+195	New	+$31K	0.01%	368

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's SPG Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 30 shares — an estimated $3.35K sold.

BerganKDV Wealth Management first reported a position in SPG in Q2 2018 and held it in 20 quarters. The position peaked at $37K in Q4 2019. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

BerganKDV Wealth Management reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 30 Simon Property Group shares in Q2 2023, an estimated $3.35K.
BerganKDV Wealth Management first reported a position in Simon Property Group in Q2 2018 and held it in 20 quarters.
BerganKDV Wealth Management's Simon Property Group position peaked at $37K in Q4 2019.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.