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First Trust Investment Solutions’s Simon Property Group SPG Stock Holding History

First Trust Investment Solutions’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
-69,094
Closed -$9.86M – 278
2023
Q4 		$9.86M Buy
+69,094
New +$8.35M 2.05% 11

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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

First Trust Investment Solutions's SPG Position: Q1 2024 in Review

First Trust Investment Solutions sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 69,094 shares — an estimated $9.86M sold.

First Trust Investment Solutions first reported a position in SPG in Q4 2023 and held it in 1 quarter. The position peaked at $9.86M in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • First Trust Investment Solutions reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 69,094 Simon Property Group shares in Q1 2024, an estimated $9.86M.
  • First Trust Investment Solutions first reported a position in Simon Property Group in Q4 2023 and held it in 1 quarter.
  • First Trust Investment Solutions's Simon Property Group position peaked at $9.86M in Q4 2023.
  • 1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on First Trust Investment Solutions's 13F filing for Q1 2024, filed 14 May 2024.