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Enlightenment Research’s Simon Property Group SPG Stock Holding History

Enlightenment Research’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
Q2 		– Sell
-1,800
Closed -$237K – 173
2022
Q1 		$237K Buy
+1,800
New +$256K 0.32% 109
2021
Q3 		– Sell
-5,100
Closed -$665K – 197
2021
Q2 		$665K Buy
+5,100
New +$634K 0.85% 34
2021
Q1 		– Sell
-2,500
Closed -$213K – 188
2020
Q4 		$213K Buy
+2,500
New +$191K 0.3% 80
2019
Q4 		– Sell
-1,300
Closed -$202K – 115
2019
Q3 		$202K Sell
1,300
-4,572
-78% -$711K 0.45% 82
2019
Q2 		$963K Buy
+5,872
New +$1.01M 0.49% 47
2019
Q1 		– Sell
-3,900
Closed -$655K – 590
2018
Q4 		$655K Buy
+3,900
New +$697K 0.81% 19

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Enlightenment Research's SPG Position: Q2 2022 in Review

Enlightenment Research sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,800 shares — an estimated $237K sold.

Enlightenment Research first reported a position in SPG in Q4 2018 and held it in 6 quarters. The position peaked at $963K in Q2 2019. 939 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Enlightenment Research reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 1,800 Simon Property Group shares in Q2 2022, an estimated $237K.
  • Enlightenment Research first reported a position in Simon Property Group in Q4 2018 and held it in 6 quarters.
  • Enlightenment Research's Simon Property Group position peaked at $963K in Q2 2019.
  • 939 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.