Engine No 1 LLC’s Simon Property Group SPG Stock Holding History

Engine No 1 LLC’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 Q1	–	Sell	-2,249	Closed	-$359K	–	252
2021 Q4	$359K	Buy	2,249 +475	+27%	+$72.5K	0.07%	169
2021 Q3	$231K	Buy	+1,774	New	+$231K	0.06%	195

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Engine No 1 LLC's SPG Position: Q1 2022 in Review

Engine No 1 LLC sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 2,249 shares — an estimated $359K sold.

Engine No 1 LLC first reported a position in SPG in Q3 2021 and held it in 2 quarters. The position peaked at $359K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Engine No 1 LLC reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Engine No 1 LLC sold 2,249 Simon Property Group shares in Q1 2022, an estimated $359K.
Engine No 1 LLC first reported a position in Simon Property Group in Q3 2021 and held it in 2 quarters.
Engine No 1 LLC's Simon Property Group position peaked at $359K in Q4 2021.
1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.