Blueprint Investment Partners’s Simon Property Group SPG Stock Holding History

Blueprint Investment Partners’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	-3,031	Closed	-$339K	–	225
2023 Q1	$339K	Buy	+3,031	New	+$362K	0.08%	171
2022 Q2	–	Sell	-2,252	Closed	-$296K	–	208
2022 Q1	$296K	Sell	2,252 -1,424	-39%	-$203K	0.08%	139
2021 Q4	$587K	Buy	3,676 +465	+14%	+$71K	0.14%	112
2021 Q3	$417K	Buy	+3,211	New	+$418K	0.21%	75

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Blueprint Investment Partners's SPG Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 3,031 shares — an estimated $339K sold.

Blueprint Investment Partners first reported a position in SPG in Q3 2021 and held it in 4 quarters. The position peaked at $587K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Blueprint Investment Partners reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 3,031 Simon Property Group shares in Q2 2023, an estimated $339K.
Blueprint Investment Partners first reported a position in Simon Property Group in Q3 2021 and held it in 4 quarters.
Blueprint Investment Partners's Simon Property Group position peaked at $587K in Q4 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.