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Buckingham Strategic Wealth’s Simon Property Group SPG Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$287K Sell
1,891
-241
-11% -$35.5K ﹤0.01% 613
2024
Q1 		$334K Buy
2,132
+253
+13% +$37.1K ﹤0.01% 564
2023
Q4 		$268K Buy
+1,879
New +$227K ﹤0.01% 598
2023
Q3 		– Sell
-1,821
Closed -$210K – 709
2023
Q2 		$210K Sell
1,821
-1,199
-40% -$131K ﹤0.01% 630
2023
Q1 		$355K Hold
3,020
– – 0.01% 455
2022
Q4 		$355K Buy
+3,020
New +$336K 0.01% 457
2022
Q2 		– Sell
-1,653
Closed -$218K – 647
2022
Q1 		$218K Sell
1,653
-702
-30% -$100K ﹤0.01% 545
2021
Q4 		$376K Sell
2,355
-126
-5% -$19.2K 0.01% 419
2021
Q3 		$322K Buy
2,481
+82
+3% +$10.7K 0.01% 452
2021
Q2 		$313K Buy
2,399
+38
+2% +$4.72K 0.01% 458
2021
Q1 		$269K Buy
+2,361
New +$246K 0.01% 458
2020
Q4 		– Sell
-3,326
Closed -$215K – 574
2020
Q3 		$215K Sell
3,326
-238
-7% -$15.6K 0.02% 439
2020
Q2 		$244K Buy
+3,564
New +$224K 0.02% 352
2020
Q1 		– Sell
-2,272
Closed -$338K – 511
2019
Q4 		$338K Buy
2,272
+25
+1% +$3.75K 0.03% 329
2019
Q3 		$350K Buy
2,247
+961
+75% +$149K 0.04% 292
2019
Q2 		$205K Sell
1,286
-333
-21% -$57.4K 0.02% 418
2019
Q1 		$295K Buy
1,619
+329
+26% +$58.5K 0.04% 318
2018
Q4 		$217K Buy
+1,290
New +$231K 0.03% 315

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's SPG Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Simon Property Group (SPG) stake by 11% in Q2 2024, selling an estimated $35.5K and leaving 1,891 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Buckingham Strategic Wealth first reported a position in SPG in Q4 2018 and has held it in 18 quarters since. The position peaked at $376K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Buckingham Strategic Wealth held 1,891 shares of Simon Property Group worth $287K as of Q2 2024.
  • Buckingham Strategic Wealth sold 241 Simon Property Group shares in Q2 2024, an estimated $35.5K.
  • Simon Property Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #613 holding.
  • Buckingham Strategic Wealth first reported a position in Simon Property Group in Q4 2018 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's Simon Property Group position peaked at $376K in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.