Galvin Gaustad & Stein’s Simon Property Group SPG Stock Holding History

Galvin Gaustad & Stein’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 Q3	–	Sell	-1,442	Closed	-$219K	–	192
2024 Q2	$219K	Buy	+1,442	New	+$212K	0.02%	173

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Galvin Gaustad & Stein's SPG Position: Q3 2024 in Review

Galvin Gaustad & Stein sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,442 shares — an estimated $219K sold.

Galvin Gaustad & Stein first reported a position in SPG in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Galvin Gaustad & Stein reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,442 Simon Property Group shares in Q3 2024, an estimated $219K.
Galvin Gaustad & Stein first reported a position in Simon Property Group in Q2 2024 and held it in 1 quarter.
Galvin Gaustad & Stein's Simon Property Group position peaked at $219K in Q2 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2024, filed 1 Nov 2024.