Clifford Swan Investment Counsel’s Simon Property Group SPG Stock Holding History

Clifford Swan Investment Counsel’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
2021 Q4	–	Sell	-1,427	Closed	-$213K	–	341
2021 Q3	$213K	Buy	+1,427	New	+$186K	0.01%	318
2021 Q2	–	Sell	-1,802	Closed	-$205K	–	333
2021 Q1	$205K	Buy	+1,802	New	+$188K	0.01%	314

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Clifford Swan Investment Counsel's SPG Position: Q4 2021 in Review

Clifford Swan Investment Counsel sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 1,427 shares — an estimated $213K sold.

Clifford Swan Investment Counsel first reported a position in SPG in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q3 2021. 1,048 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

Clifford Swan Investment Counsel reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
Clifford Swan Investment Counsel sold 1,427 Simon Property Group shares in Q4 2021, an estimated $213K.
Clifford Swan Investment Counsel first reported a position in Simon Property Group in Q1 2021 and held it in 2 quarters.
Clifford Swan Investment Counsel's Simon Property Group position peaked at $213K in Q3 2021.
1,048 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2021, filed 11 Feb 2022.