FourThought Financial’s Simon Property Group SPG Stock Holding History

FourThought Financial’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
2022 Q3	$29K	Hold	325	–	–	﹤0.01%	769
2022 Q2	$31K	Buy	325 +200	+160%	+$22.9K	﹤0.01%	756
2022 Q1	$16K	Sell	125 -30	-19%	-$4.27K	﹤0.01%	957
2021 Q4	$25K	Hold	155	–	–	﹤0.01%	877
2021 Q3	$20K	Buy	155 +17	+12%	+$2.21K	﹤0.01%	954
2021 Q2	$18K	Hold	138	–	–	﹤0.01%	973
2021 Q1	$15K	Sell	138 -144	-51%	-$15K	﹤0.01%	973
2020 Q4	$24K	Buy	+282	New	+$21.5K	﹤0.01%	837

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

FourThought Financial's SPG Position: Q3 2022 in Review

FourThought Financial held its Simon Property Group (SPG) position steady in Q3 2022 at 325 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

FourThought Financial first reported a position in SPG in Q4 2020 and has held it in 8 quarters since. The position peaked at $31K in Q2 2022. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

FourThought Financial held 325 shares of Simon Property Group worth $29K as of Q3 2022.
FourThought Financial left its Simon Property Group share count unchanged in Q3 2022.
Simon Property Group made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #769 holding.
FourThought Financial first reported a position in Simon Property Group in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Simon Property Group position peaked at $31K in Q2 2022.
920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.