Claro Advisors’s Simon Property Group SPG Stock Holding History

Claro Advisors’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 Q2	–	Sell	-1,475	Closed	-$236K	–	320
2022 Q1	$236K	Hold	1,475	–	–	0.08%	232
2021 Q4	$236K	Buy	+1,475	New	+$225K	0.08%	232
2019 Q1	–	Sell	-26	Closed	-$5K	–	814
2018 Q4	$5K	Buy	+26	New	+$4.65K	﹤0.01%	796

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Claro Advisors's SPG Position: Q2 2022 in Review

Claro Advisors sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,475 shares — an estimated $236K sold.

Claro Advisors first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $236K in Q1 2022. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Claro Advisors reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Claro Advisors sold 1,475 Simon Property Group shares in Q2 2022, an estimated $236K.
Claro Advisors first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
Claro Advisors's Simon Property Group position peaked at $236K in Q1 2022.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.