Caitlin John’s Simon Property Group SPG Stock Holding History

Caitlin John’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 Q3	–	Sell	-25	Closed	-$3.79K	–	936
2024 Q2	$3.79K	Hold	25	–	–	﹤0.01%	587
2024 Q1	$3.91K	Hold	25	–	–	﹤0.01%	603
2023 Q4	$3.57K	Buy	+25	New	+$3.02K	﹤0.01%	614

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caitlin John's SPG Position: Q3 2024 in Review

Caitlin John sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 25 shares — an estimated $3.79K sold.

Caitlin John first reported a position in SPG in Q4 2023 and held it in 3 quarters. The position peaked at $3.91K in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Caitlin John reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 25 Simon Property Group shares in Q3 2024, an estimated $3.79K.
Caitlin John first reported a position in Simon Property Group in Q4 2023 and held it in 3 quarters.
Caitlin John's Simon Property Group position peaked at $3.91K in Q1 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.