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Clean Yield Group’s Simon Property Group SPG Stock Holding History

Clean Yield Group’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
-5
Closed -$1K – 467
2022
Q1 		$1K Sell
5
-141
-97% -$20.1K ﹤0.01% 460
2021
Q4 		$23K Sell
146
-146
-50% -$22.3K 0.01% 317
2021
Q3 		$38K Buy
292
+146
+100% +$19K 0.01% 281
2021
Q2 		$19K Buy
+146
New +$18.1K 0.01% 324
2021
Q1 		– Sell
-74
Closed -$6K – 339
2020
Q4 		$6K Buy
+74
New +$5.65K ﹤0.01% 385

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's SPG Position: Q2 2022 in Review

Clean Yield Group sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Clean Yield Group first reported a position in SPG in Q4 2020 and held it in 5 quarters. The position peaked at $38K in Q3 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Clean Yield Group reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Clean Yield Group sold 5 Simon Property Group shares in Q2 2022, an estimated $1K.
  • Clean Yield Group first reported a position in Simon Property Group in Q4 2020 and held it in 5 quarters.
  • Clean Yield Group's Simon Property Group position peaked at $38K in Q3 2021.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.