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Connective Portfolio Management’s Simon Property Group SPG Stock Holding History

Connective Portfolio 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
2022
Q4 		– Sell
-6,770
Closed -$608K – 59
2022
Q3 		$608K Sell
6,770
-6,770
-50% -$692K 1.94% 23
2022
Q2 		$1.28M Buy
13,540
+6,770
+100% +$776K 2.2% 21
2022
Q1 		$891K Hold
6,770
– – 1.9% 22
2021
Q4 		$1.08M Buy
+6,770
New +$1.03M 1.9% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
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

Connective Portfolio Management's SPG Position: Q4 2022 in Review

Connective Portfolio Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 6,770 shares — an estimated $608K sold.

Connective Portfolio Management first reported a position in SPG in Q4 2021 and held it in 4 quarters. The position peaked at $1.28M in Q2 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Connective Portfolio Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Connective Portfolio Management sold 6,770 Simon Property Group shares in Q4 2022, an estimated $608K.
  • Connective Portfolio Management first reported a position in Simon Property Group in Q4 2021 and held it in 4 quarters.
  • Connective Portfolio Management's Simon Property Group position peaked at $1.28M in Q2 2022.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Connective Portfolio Management's 13F filing for Q4 2022, filed 25 Jan 2023.