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Brendel Financial Advisors’s Simon Property Group SPG Stock Holding History

Brendel Financial Advisors’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
2021
Q3 		– Sell
-371
Closed -$48K – 249
2021
Q2 		$48K Buy
+371
New +$46.1K 0.03% 177
2020
Q1 		– Sell
-3,125
Closed -$466K – 85
2019
Q4 		$466K Hold
3,125
– – 0.4% 58
2019
Q3 		$486K Buy
3,125
+200
+7% +$31.1K 0.44% 54
2019
Q2 		$467K Buy
+2,925
New +$504K 0.45% 53
2019
Q1 		– Hold
0
– – – 53
2018
Q4 		– Hold
0
– – – 54

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Brendel Financial Advisors's SPG Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 371 shares — an estimated $48K sold.

Brendel Financial Advisors first reported a position in SPG in Q2 2019 and held it in 4 quarters. The position peaked at $486K in Q3 2019. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 371 Simon Property Group shares in Q3 2021, an estimated $48K.
  • Brendel Financial Advisors first reported a position in Simon Property Group in Q2 2019 and held it in 4 quarters.
  • Brendel Financial Advisors's Simon Property Group position peaked at $486K in Q3 2019.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.