Castle Wealth Management’s Simon Property Group SPG Stock Holding History

Castle Wealth 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 Q4	–	Sell	-505	Closed	-$45K	–	557
2022 Q3	$45K	Hold	505	–	–	0.03%	229
2022 Q2	$48K	Buy	+505	New	+$57.9K	0.03%	220

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Wealth Management's SPG Position: Q4 2022 in Review

Castle Wealth Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 505 shares — an estimated $45K sold.

Castle Wealth Management first reported a position in SPG in Q2 2022 and held it in 2 quarters. The position peaked at $48K in Q2 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Castle Wealth Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 505 Simon Property Group shares in Q4 2022, an estimated $45K.
Castle Wealth Management first reported a position in Simon Property Group in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Simon Property Group position peaked at $48K in Q2 2022.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.