Constitution Capital’s Simon Property Group SPG Stock Holding History

Constitution Capital’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 Q1	–	Sell	-1,506	Closed	-$215K	–	67
2023 Q4	$215K	Buy	+1,506	New	+$182K	0.13%	58
2022 Q4	–	Sell	-8,736	Closed	-$784K	–	69
2022 Q3	$784K	Sell	8,736 -2,250	-20%	-$230K	0.52%	32
2022 Q2	$1.04M	Sell	10,986 -3,775	-26%	-$433K	0.67%	29
2022 Q1	$1.94M	Buy	+14,761	New	+$2.1M	1.06%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Constitution Capital's SPG Position: Q1 2024 in Review

Constitution Capital sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 1,506 shares — an estimated $215K sold.

Constitution Capital first reported a position in SPG in Q1 2022 and held it in 4 quarters. The position peaked at $1.94M in Q1 2022. 1,082 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Constitution Capital reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Constitution Capital sold 1,506 Simon Property Group shares in Q1 2024, an estimated $215K.
Constitution Capital first reported a position in Simon Property Group in Q1 2022 and held it in 4 quarters.
Constitution Capital's Simon Property Group position peaked at $1.94M in Q1 2022.
1,082 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Constitution Capital's 13F filing for Q1 2024, filed 15 Apr 2024.