EDMP Inc’s Simon Property Group SPG Stock Holding History

EDMP Inc’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 Q4	–	Sell	-2,656	Closed	-$449K	–	79
2024 Q3	$449K	Sell	2,656 -40	-1%	-$6.33K	0.37%	56
2024 Q2	$409K	Hold	2,696	–	–	0.37%	53
2024 Q1	$422K	Hold	2,696	–	–	0.35%	56
2023 Q4	$385K	Hold	2,696	–	–	0.35%	56
2023 Q3	$291K	Buy	2,696 +684	+34%	+$80.1K	0.3%	57
2023 Q2	$232K	Sell	2,012 -73	-4%	-$7.95K	0.22%	61
2023 Q1	$233K	Hold	2,085	–	–	0.23%	55
2022 Q4	$245K	Buy	+2,085	New	+$232K	0.24%	54
2022 Q3	–	Sell	-2,212	Closed	-$210K	–	58
2022 Q2	$210K	Hold	2,212	–	–	0.21%	58
2022 Q1	$291K	Hold	2,212	–	–	0.27%	56
2021 Q4	$353K	Buy	2,212 +79	+4%	+$12.1K	0.35%	48
2021 Q3	$277K	Hold	2,133	–	–	0.29%	51
2021 Q2	$278K	Buy	2,133 +55	+3%	+$6.84K	0.29%	47
2021 Q1	$236K	Buy	+2,078	New	+$217K	0.25%	49
2020 Q1	–	Sell	-2,400	Closed	-$358K	–	67
2019 Q4	$358K	Buy	2,400 +776	+48%	+$116K	0.31%	47
2019 Q3	$242K	Buy	+1,624	New	+$253K	0.22%	50

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

EDMP Inc's SPG Position: Q4 2024 in Review

EDMP Inc sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 2,656 shares — an estimated $449K sold.

EDMP Inc first reported a position in SPG in Q3 2019 and held it in 16 quarters. The position peaked at $449K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

EDMP Inc reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
EDMP Inc sold 2,656 Simon Property Group shares in Q4 2024, an estimated $449K.
EDMP Inc first reported a position in Simon Property Group in Q3 2019 and held it in 16 quarters.
EDMP Inc's Simon Property Group position peaked at $449K in Q3 2024.
1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on EDMP Inc's 13F filing for Q4 2024, filed 29 Jan 2025.