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FMA Advisory’s Simon Property Group SPG Stock Holding History

FMA Advisory’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
2021
Q3 		$1.73M Sell
13,278
-1,018
-7% -$132K 0.64% 58
2021
Q2 		$1.86M Buy
14,296
+746
+6% +$92.7K 0.69% 53
2021
Q1 		$1.54M Buy
13,550
+4,165
+44% +$434K 0.48% 77
2020
Q4 		$800K Buy
+9,385
New +$717K 0.27% 101

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

FMA Advisory's SPG Position: Q3 2021 in Review

FMA Advisory reduced its Simon Property Group (SPG) stake by 7.1% in Q3 2021, selling an estimated $132K and leaving 13,278 shares worth $1.73M. The position accounts for 0.64% of the portfolio, ranked #58.

FMA Advisory first reported a position in SPG in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.86M in Q2 2021. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • FMA Advisory held 13,278 shares of Simon Property Group worth $1.73M as of Q3 2021.
  • FMA Advisory sold 1,018 Simon Property Group shares in Q3 2021, an estimated $132K.
  • Simon Property Group made up 0.64% of FMA Advisory's portfolio in Q3 2021, its #58 holding.
  • FMA Advisory first reported a position in Simon Property Group in Q4 2020 and has held it in 4 quarters since.
  • FMA Advisory's Simon Property Group position peaked at $1.86M in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.