F3Logic’s Simon Property Group SPG Stock Holding History

F3Logic’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	$800K	Sell	6,804 -1,276	-16%	-$142K	0.17%	76
2022 Q3	$733K	Sell	8,080 -141	-2%	-$14.4K	0.15%	86
2022 Q2	$780K	Buy	+8,221	New	+$942K	0.14%	96
2019 Q2	–	Sell	-1,789	Closed	-$323K	–	228
2019 Q1	$323K	Buy	+1,789	New	+$318K	0.07%	160

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

F3Logic's SPG Position: Q4 2022 in Review

F3Logic reduced its Simon Property Group (SPG) stake by 16% in Q4 2022, selling an estimated $142K and leaving 6,804 shares worth $800K. The position accounts for 0.17% of the portfolio, ranked #76.

F3Logic first reported a position in SPG in Q1 2019 and has held it in 4 quarters since. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

F3Logic held 6,804 shares of Simon Property Group worth $800K as of Q4 2022.
F3Logic sold 1,276 Simon Property Group shares in Q4 2022, an estimated $142K.
Simon Property Group made up 0.17% of F3Logic's portfolio in Q4 2022, its #76 holding.
F3Logic first reported a position in Simon Property Group in Q1 2019 and has held it in 4 quarters since.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.