FJ Investments’s Simon Property Group SPG Stock Holding History

FJ Investments’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	-8,433	Closed	-$1.2M	–	344
2023 Q4	$1.2M	Buy	+8,433	New	+$1.02M	0.06%	182

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FJ Investments's SPG Position: Q1 2024 in Review

FJ Investments sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 8,433 shares — an estimated $1.2M sold.

FJ Investments first reported a position in SPG in Q4 2023 and held it in 1 quarter. The position peaked at $1.2M in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

FJ Investments reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 8,433 Simon Property Group shares in Q1 2024, an estimated $1.2M.
FJ Investments first reported a position in Simon Property Group in Q4 2023 and held it in 1 quarter.
FJ Investments's Simon Property Group position peaked at $1.2M in Q4 2023.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.