Carmichael Hill & Associates’s Simon Property Group SPG Stock Holding History

Carmichael Hill & 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
2024 Q3	$52.5K	Hold	311	–	–	0.02%	359
2024 Q2	$47.2K	Buy	311 +1	+0.3%	+$147	0.02%	348
2024 Q1	$48.6K	Hold	310	–	–	0.02%	351
2023 Q4	$44.3K	Hold	310	–	–	0.02%	365
2023 Q3	$33.5K	Hold	310	–	–	0.02%	390
2023 Q2	$35.8K	Buy	310 +10	+3%	+$1.09K	0.02%	388
2023 Q1	$33.6K	Hold	300	–	–	0.02%	384
2022 Q4	$35.2K	Hold	300	–	–	0.02%	393
2022 Q3	$27K	Hold	300	–	–	0.01%	427
2022 Q2	$28K	Hold	300	–	–	0.01%	420
2022 Q1	$39K	Hold	300	–	–	0.02%	409
2021 Q4	$48K	Hold	300	–	–	0.02%	376
2021 Q3	$39K	Hold	300	–	–	0.02%	405
2021 Q2	$39K	Hold	300	–	–	0.02%	404
2021 Q1	$34K	Hold	300	–	–	0.02%	408
2020 Q4	$26K	Hold	300	–	–	0.02%	435
2020 Q3	$19K	Hold	300	–	–	0.01%	439
2020 Q2	$21K	Sell	300 -68	-18%	-$4.27K	0.02%	407
2020 Q1	$20K	Buy	368 +200	+119%	+$23.9K	0.02%	377
2019 Q4	$25K	Buy	+168	New	+$25.2K	0.02%	369

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

Carmichael Hill & Associates's SPG Position: Q3 2024 in Review

Carmichael Hill & Associates held its Simon Property Group (SPG) position steady in Q3 2024 at 311 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #359.

Carmichael Hill & Associates first reported a position in SPG in Q4 2019 and has held it in 20 quarters since. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Carmichael Hill & Associates held 311 shares of Simon Property Group worth $52.5K as of Q3 2024.
Carmichael Hill & Associates left its Simon Property Group share count unchanged in Q3 2024.
Simon Property Group made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #359 holding.
Carmichael Hill & Associates first reported a position in Simon Property Group in Q4 2019 and has held it in 20 quarters since.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.