Desjardins Global Asset Management’s Simon Property Group SPG Stock Holding History

Desjardins Global 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 Q4	$187K	Sell	1,314 -382	-23%	-$46.2K	0.02%	369
2023 Q3	$183K	Sell	1,696 -1,230	-42%	-$144K	0.02%	384
2023 Q2	$338K	Buy	2,926 +703	+32%	+$76.6K	0.04%	356
2023 Q1	$249K	Buy	2,223 +1,237	+125%	+$148K	0.03%	371
2022 Q4	$115K	Buy	986 +29	+3%	+$3.22K	0.02%	392
2022 Q3	$85K	Hold	957	–	–	0.01%	398
2022 Q2	$90K	Sell	957 -34	-3%	-$3.9K	0.01%	388
2022 Q1	$130K	Sell	991 -60	-6%	-$8.55K	0.01%	376
2021 Q4	$167K	Buy	+1,051	New	+$160K	0.01%	378

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

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

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

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

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

Desjardins Global Asset Management's SPG Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Simon Property Group (SPG) stake by 23% in Q4 2023, selling an estimated $46.2K and leaving 1,314 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #369.

Desjardins Global Asset Management first reported a position in SPG in Q4 2021 and has held it in 9 quarters since. The position peaked at $338K in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Desjardins Global Asset Management held 1,314 shares of Simon Property Group worth $187K as of Q4 2023.
Desjardins Global Asset Management sold 382 Simon Property Group shares in Q4 2023, an estimated $46.2K.
Simon Property Group made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #369 holding.
Desjardins Global Asset Management first reported a position in Simon Property Group in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Simon Property Group position peaked at $338K in Q2 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.