Bessemer Securities’s Simon Property Group SPG Stock Holding History

Bessemer Securities’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 Q4	–	Sell	-2,629	Closed	-$284K	–	99
2023 Q3	$284K	Sell	2,629 -1,050	-29%	-$123K	0.39%	92
2023 Q2	$425K	Sell	3,679 -450	-11%	-$49K	0.28%	109
2023 Q1	$462K	Hold	4,129	–	–	0.22%	117
2022 Q4	$485K	Buy	4,129 +650	+19%	+$72.2K	0.22%	112
2022 Q3	$312K	Hold	3,479	–	–	0.11%	121
2022 Q2	$330K	Hold	3,479	–	–	0.12%	122
2022 Q1	$458K	Sell	3,479 -2,152	-38%	-$307K	0.13%	111
2021 Q4	$900K	Buy	5,631 +1,481	+36%	+$226K	0.24%	88
2021 Q3	$539K	Hold	4,150	–	–	0.18%	102
2021 Q2	$541K	Hold	4,150	–	–	0.21%	101
2021 Q1	$472K	Buy	4,150 +600	+17%	+$62.6K	0.2%	104
2020 Q4	$303K	Buy	+3,550	New	+$271K	0.13%	77

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Bessemer Securities's SPG Position: Q4 2023 in Review

Bessemer Securities sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 2,629 shares — an estimated $284K sold.

Bessemer Securities first reported a position in SPG in Q4 2020 and held it in 12 quarters. The position peaked at $900K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Bessemer Securities reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 2,629 Simon Property Group shares in Q4 2023, an estimated $284K.
Bessemer Securities first reported a position in Simon Property Group in Q4 2020 and held it in 12 quarters.
Bessemer Securities's Simon Property Group position peaked at $900K in Q4 2021.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.