Better Money Decisions’s Simon Property Group SPG Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-155	Closed	-$15K	–	378
2022 Q2	$15K	Buy	+155	New	+$17.8K	0.01%	262
2021 Q4	–	Sell	-155	Closed	-$20K	–	494
2021 Q3	$20K	Hold	155	–	–	0.02%	278
2021 Q2	$20K	Hold	155	–	–	0.02%	271
2021 Q1	$18K	Buy	+155	New	+$16.2K	0.02%	237

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Better Money Decisions's SPG Position: Q3 2022 in Review

Better Money Decisions sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 155 shares — an estimated $15K sold.

Better Money Decisions first reported a position in SPG in Q1 2021 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Better Money Decisions reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 155 Simon Property Group shares in Q3 2022, an estimated $15K.
Better Money Decisions first reported a position in Simon Property Group in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Simon Property Group position peaked at $20K in Q3 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.