Fund Management at Engine No 1’s Simon Property Group SPG Stock Holding History

Fund Management at Engine No 1’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
2023 Q4	–	Sell	-4,681	Closed	-$506K	–	353
2023 Q3	$506K	Buy	4,681 +427	+10%	+$50K	0.08%	237
2023 Q2	$491K	Buy	4,254 +290	+7%	+$31.6K	0.09%	223
2023 Q1	$444K	Buy	3,964 +365	+10%	+$43.6K	0.09%	228
2022 Q4	$423K	Buy	3,599 +451	+14%	+$50.1K	0.1%	202
2022 Q3	$283K	Sell	3,148 -167	-5%	-$17.1K	0.08%	243
2022 Q2	$315K	Buy	3,315 +536	+19%	+$61.4K	0.08%	237
2022 Q1	$366K	Buy	+2,779	New	+$396K	0.09%	211

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Fund Management at Engine No 1's SPG Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 4,681 shares — an estimated $506K sold.

Fund Management at Engine No 1 first reported a position in SPG in Q1 2022 and held it in 7 quarters. The position peaked at $506K in Q3 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 4,681 Simon Property Group shares in Q4 2023, an estimated $506K.
Fund Management at Engine No 1 first reported a position in Simon Property Group in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Simon Property Group position peaked at $506K in Q3 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.