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Braun-Bostich & Associates’s Simon Property Group SPG Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-2,038
Closed -$309K – 133
2021
Q4 		$309K Buy
+2,038
New +$311K 0.07% 81
2020
Q3 		– Sell
-165
Closed -$11K – 328
2020
Q2 		$11K Hold
165
– – 0.01% 217
2020
Q1 		$8K Sell
165
-2,806
-94% -$336K 0.01% 229
2019
Q4 		$431K Buy
2,971
+689
+30% +$103K 0.42% 53
2019
Q3 		$355K Buy
2,282
+588
+35% +$91.4K 0.41% 57
2019
Q2 		$271K Buy
1,694
+741
+78% +$128K 0.28% 80
2019
Q1 		$174K Buy
+953
New +$169K 0.18% 113
2018
Q1 		– Sell
-309
Closed -$53K – 336
2017
Q4 		$53K Buy
+309
New +$50.2K 0.04% 174

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Braun-Bostich & Associates's SPG Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 2,038 shares — an estimated $309K sold.

Braun-Bostich & Associates first reported a position in SPG in Q4 2017 and held it in 8 quarters. The position peaked at $431K in Q4 2019. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,038 Simon Property Group shares in Q1 2022, an estimated $309K.
  • Braun-Bostich & Associates first reported a position in Simon Property Group in Q4 2017 and held it in 8 quarters.
  • Braun-Bostich & Associates's Simon Property Group position peaked at $431K in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.