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 $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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

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