Firestone Capital Management’s Simon Property Group SPG Stock Holding History

Firestone Capital Management’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 Q2	–	Sell	-1,280	Closed	-$200K	–	148
2024 Q1	$200K	Buy	+1,280	New	+$188K	0.06%	143
2022 Q1	–	Sell	-1,280	Closed	-$205K	–	127
2021 Q4	$205K	Hold	1,280	–	–	0.06%	122
2021 Q3	$167K	Hold	1,280	–	–	0.06%	129
2021 Q2	$167K	Hold	1,280	–	–	0.06%	126
2021 Q1	$146K	Hold	1,280	–	–	0.05%	136
2020 Q4	$109K	Hold	1,280	–	–	0.04%	145
2020 Q3	$83K	Hold	1,280	–	–	0.04%	152
2020 Q2	$88K	Sell	1,280 -110	-8%	-$6.9K	0.04%	142
2020 Q1	$76K	Buy	1,390 +200	+17%	+$23.9K	0.04%	148
2019 Q4	$177K	Buy	+1,190	New	+$178K	0.08%	105

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Firestone Capital Management's SPG Position: Q2 2024 in Review

Firestone Capital Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,280 shares — an estimated $200K sold.

Firestone Capital Management first reported a position in SPG in Q4 2019 and held it in 10 quarters. The position peaked at $205K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Firestone Capital Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
Firestone Capital Management sold 1,280 Simon Property Group shares in Q2 2024, an estimated $200K.
Firestone Capital Management first reported a position in Simon Property Group in Q4 2019 and held it in 10 quarters.
Firestone Capital Management's Simon Property Group position peaked at $205K in Q4 2021.
1,102 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Firestone Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.