Bollard Group’s Simon Property Group SPG Stock Holding History

Bollard Group’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 Q3	–	Sell	-30	Closed	-$3K	–	620
2023 Q2	$3K	Buy	+30	New	+$3.27K	﹤0.01%	491

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bollard Group's SPG Position: Q3 2023 in Review

Bollard Group sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 30 shares — an estimated $3K sold.

Bollard Group first reported a position in SPG in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Bollard Group reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 30 Simon Property Group shares in Q3 2023, an estimated $3K.
Bollard Group first reported a position in Simon Property Group in Q2 2023 and held it in 1 quarter.
Bollard Group's Simon Property Group position peaked at $3K in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.