DI
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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 $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