Brave Asset Management’s Simon Property Group SPG Stock Holding History

Brave Asset Management’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	-1,358	Closed	-$217K	–	169
2021 Q4	$217K	Buy	+1,358	New	+$207K	0.06%	129
2016 Q4	–	Sell	-171	Closed	-$35K	–	302
2016 Q3	$35K	Hold	171	–	–	0.02%	249
2016 Q2	$37K	Hold	171	–	–	0.02%	240
2016 Q1	$36K	Hold	171	–	–	0.03%	246
2015 Q4	$33K	Hold	171	–	–	0.02%	256
2015 Q3	$31K	Hold	171	–	–	0.02%	252
2015 Q2	$30K	Hold	171	–	–	0.02%	273
2015 Q1	$33K	Hold	171	–	–	0.02%	264
2014 Q4	$31K	Hold	171	–	–	0.02%	275
2014 Q3	$28K	Hold	171	–	–	0.02%	270
2014 Q2	$28K	Sell	171 -11	-6%	-$1.8K	0.02%	276
2014 Q1	$28K	Hold	182	–	–	0.02%	266
2013 Q4	$26K	Buy	+182	New	+$26.2K	0.02%	262

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brave Asset Management's SPG Position: Q1 2022 in Review

Brave Asset Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,358 shares — an estimated $217K sold.

Brave Asset Management first reported a position in SPG in Q4 2013 and held it in 13 quarters. The position peaked at $217K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Brave Asset Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Brave Asset Management sold 1,358 Simon Property Group shares in Q1 2022, an estimated $217K.
Brave Asset Management first reported a position in Simon Property Group in Q4 2013 and held it in 13 quarters.
Brave Asset Management's Simon Property Group position peaked at $217K in Q4 2021.
1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Brave Asset Management's 13F filing for Q1 2022, filed 22 Apr 2022.