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Fairfield, Bush & Co’s Simon Property Group SPG Stock Holding History

Fairfield, Bush & Co’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
Q1 		– Sell
-117
Closed -$16.7K – 419
2023
Q4 		$16.7K Buy
+117
New +$14.1K 0.01% 264
2023
Q3 		– Sell
-142
Closed -$16.4K – 437
2023
Q2 		$16.4K Buy
+142
New +$15.5K ﹤0.01% 285

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fairfield, Bush & Co's SPG Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 117 shares — an estimated $16.7K sold.

Fairfield, Bush & Co first reported a position in SPG in Q2 2023 and held it in 2 quarters. The position peaked at $16.7K in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 117 Simon Property Group shares in Q1 2024, an estimated $16.7K.
  • Fairfield, Bush & Co first reported a position in Simon Property Group in Q2 2023 and held it in 2 quarters.
  • Fairfield, Bush & Co's Simon Property Group position peaked at $16.7K in Q4 2023.
  • 1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.