ClearAlpha Technologies’s Simon Property Group SPG Stock Holding History

ClearAlpha Technologies’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 Q4	–	Sell	-5,458	Closed	-$923K	–	217
2024 Q3	$923K	Buy	5,458 +522	+11%	+$82.6K	0.26%	42
2024 Q2	$749K	Buy	+4,936	New	+$727K	0.25%	77
2024 Q1	–	Sell	-6,767	Closed	-$965K	–	318
2023 Q4	$965K	Buy	+6,767	New	+$818K	0.36%	68

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearAlpha Technologies's SPG Position: Q4 2024 in Review

ClearAlpha Technologies sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 5,458 shares — an estimated $923K sold.

ClearAlpha Technologies first reported a position in SPG in Q4 2023 and held it in 3 quarters. The position peaked at $965K in Q4 2023. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

ClearAlpha Technologies reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
ClearAlpha Technologies sold 5,458 Simon Property Group shares in Q4 2024, an estimated $923K.
ClearAlpha Technologies first reported a position in Simon Property Group in Q4 2023 and held it in 3 quarters.
ClearAlpha Technologies's Simon Property Group position peaked at $965K in Q4 2023.
1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on ClearAlpha Technologies's 13F filing for Q4 2024, filed 14 Feb 2025.