CoreFirst Bank & Trust’s Simon Property Group SPG Stock Holding History

CoreFirst Bank & Trust’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	-110	Closed	-$10K	–	412
2022 Q3	$10K	Hold	110	–	–	0.01%	327
2022 Q2	$10K	Hold	110	–	–	0.01%	333
2022 Q1	$14K	Hold	110	–	–	0.01%	336
2021 Q4	$18K	Hold	110	–	–	0.01%	349
2021 Q3	$14K	Hold	110	–	–	0.01%	372
2021 Q2	$14K	Hold	110	–	–	0.01%	379
2021 Q1	$13K	Hold	110	–	–	0.01%	378
2020 Q4	$9K	Buy	+110	New	+$8.4K	0.01%	371

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CoreFirst Bank & Trust's SPG Position: Q4 2022 in Review

CoreFirst Bank & Trust sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 110 shares — an estimated $10K sold.

CoreFirst Bank & Trust first reported a position in SPG in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

CoreFirst Bank & Trust reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 110 Simon Property Group shares in Q4 2022, an estimated $10K.
CoreFirst Bank & Trust first reported a position in Simon Property Group in Q4 2020 and held it in 8 quarters.
CoreFirst Bank & Trust's Simon Property Group position peaked at $18K in Q4 2021.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2022, filed 16 Feb 2023.