EnRich Financial Partners’s Simon Property Group SPG Stock Holding History

EnRich Financial Partners’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	-123	Closed	-$20.8K	–	227
2024 Q3	$20.8K	Sell	123 -15	-11%	-$2.38K	0.01%	134
2024 Q2	$20.9K	Sell	138 -7	-5%	-$1.03K	0.01%	134
2024 Q1	$22.7K	Buy	+145	New	+$21.3K	0.01%	119

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

EnRich Financial Partners's SPG Position: Q4 2024 in Review

EnRich Financial Partners sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 123 shares — an estimated $20.8K sold.

EnRich Financial Partners first reported a position in SPG in Q1 2024 and held it in 3 quarters. The position peaked at $22.7K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

EnRich Financial Partners reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
EnRich Financial Partners sold 123 Simon Property Group shares in Q4 2024, an estimated $20.8K.
EnRich Financial Partners first reported a position in Simon Property Group in Q1 2024 and held it in 3 quarters.
EnRich Financial Partners's Simon Property Group position peaked at $22.7K in Q1 2024.
1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on EnRich Financial Partners's 13F filing for Q4 2024, filed 13 Feb 2025.