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Disciplined Investments’s Simon Property Group SPG Stock Holding History

Disciplined Investments’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
-153
Closed -$14K – 1691
2022
Q3 		$14K Hold
153
– – 0.01% 343
2022
Q2 		$15K Hold
153
– – 0.01% 352
2022
Q1 		$20K Hold
153
– – 0.01% 329
2021
Q4 		$24K Buy
+153
New +$23.4K 0.01% 285
2020
Q4 		– Sell
-68
Closed -$4K – 403
2020
Q3 		$4K Hold
68
– – ﹤0.01% 316
2020
Q2 		$5K Buy
68
+52
+325% +$3.26K ﹤0.01% 315
2020
Q1 		$1K Hold
16
– – ﹤0.01% 405
2019
Q4 		$2K Buy
+16
New +$2.4K ﹤0.01% 389

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Disciplined Investments's SPG Position: Q4 2022 in Review

Disciplined Investments sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 153 shares — an estimated $14K sold.

Disciplined Investments first reported a position in SPG in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Disciplined Investments reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 153 Simon Property Group shares in Q4 2022, an estimated $14K.
  • Disciplined Investments first reported a position in Simon Property Group in Q4 2019 and held it in 8 quarters.
  • Disciplined Investments's Simon Property Group position peaked at $24K in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.