Claraphi Advisory Network’s Simon Property Group SPG Stock Holding History

Claraphi Advisory Network’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 Q1	–	Sell	-11,130	Closed	-$1.78M	–	336
2021 Q4	$1.78M	Buy	11,130 +1,103	+11%	+$168K	0.62%	34
2021 Q3	$1.3M	Buy	10,027 +224	+2%	+$29.2K	0.46%	43
2021 Q2	$1.28M	Buy	9,803 +9	+0.1%	+$1.12K	0.39%	47
2021 Q1	$1.11M	Buy	+9,794	New	+$1.02M	0.31%	69
2020 Q2	–	Sell	-100	Closed	-$5K	–	1047
2020 Q1	$5K	Buy	+100	New	+$12K	﹤0.01%	896

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claraphi Advisory Network's SPG Position: Q1 2022 in Review

Claraphi Advisory Network sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 11,130 shares — an estimated $1.78M sold.

Claraphi Advisory Network first reported a position in SPG in Q1 2020 and held it in 5 quarters. The position peaked at $1.78M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Claraphi Advisory Network reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,130 Simon Property Group shares in Q1 2022, an estimated $1.78M.
Claraphi Advisory Network first reported a position in Simon Property Group in Q1 2020 and held it in 5 quarters.
Claraphi Advisory Network's Simon Property Group position peaked at $1.78M in Q4 2021.
1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.