Connecticut Wealth Management’s Simon Property Group SPG Stock Holding History

Connecticut Wealth 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 Q2	–	Sell	-1,966	Closed	-$220K	–	272
2023 Q1	$220K	Buy	+1,966	New	+$235K	0.02%	235
2022 Q1	–	Sell	-1,326	Closed	-$212K	–	207
2021 Q4	$212K	Buy	+1,326	New	+$202K	0.02%	191

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

Norges Bank Oslo, Norway $935B AUM

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

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

Connecticut Wealth Management's SPG Position: Q2 2023 in Review

Connecticut Wealth Management sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 1,966 shares — an estimated $220K sold.

Connecticut Wealth Management first reported a position in SPG in Q4 2021 and held it in 2 quarters. The position peaked at $220K in Q1 2023. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Connecticut Wealth Management reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Connecticut Wealth Management sold 1,966 Simon Property Group shares in Q2 2023, an estimated $220K.
Connecticut Wealth Management first reported a position in Simon Property Group in Q4 2021 and held it in 2 quarters.
Connecticut Wealth Management's Simon Property Group position peaked at $220K in Q1 2023.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Connecticut Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.