Congress Asset Management’s Simon Property Group SPG Stock Holding History

Congress Asset Management’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
2023 Q3	–	Sell	-6,080	Closed	-$702K	–	387
2023 Q2	$702K	Sell	6,080 -68,533	-92%	-$7.46M	0.01%	321
2023 Q1	$8.35M	Buy	74,613 +1,197	+2%	+$143K	0.08%	176
2022 Q4	$8.62M	Buy	73,416 +735	+1%	+$81.7K	0.09%	165
2022 Q3	$6.52M	Sell	72,681 -40,827	-36%	-$4.18M	0.07%	182
2022 Q2	$10.8M	Buy	113,508 +65,772	+138%	+$7.54M	0.1%	150
2022 Q1	$6.28M	Buy	47,736 +1,330	+3%	+$189K	0.05%	210
2021 Q4	$7.41M	Buy	+46,406	New	+$7.08M	0.06%	196

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Congress Asset Management's SPG Position: Q3 2023 in Review

Congress Asset Management sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 6,080 shares — an estimated $702K sold.

Congress Asset Management first reported a position in SPG in Q4 2021 and held it in 7 quarters. The position peaked at $10.8M in Q2 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Congress Asset Management reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Congress Asset Management sold 6,080 Simon Property Group shares in Q3 2023, an estimated $702K.
Congress Asset Management first reported a position in Simon Property Group in Q4 2021 and held it in 7 quarters.
Congress Asset Management's Simon Property Group position peaked at $10.8M in Q2 2022.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Congress Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.