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Glassman Wealth Services’s Simon Property Group SPG Stock Holding History

Glassman Wealth Services’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
-475
Closed -$67.8K – 1576
2023
Q4 		$67.8K Buy
475
+30
+7% +$3.63K 0.01% 381
2023
Q3 		$48.1K Buy
445
+13
+3% +$1.52K 0.01% 432
2023
Q2 		$49.9K Sell
432
-19
-4% -$2.07K 0.01% 410
2023
Q1 		$50.5K Buy
451
+32
+8% +$3.82K 0.01% 409
2022
Q4 		$49.2K Buy
419
+13
+3% +$1.45K 0.01% 428
2022
Q3 		$36K Sell
406
-30
-7% -$3.07K 0.01% 464
2022
Q2 		$41K Buy
436
+59
+16% +$6.76K 0.01% 439
2022
Q1 		$50K Buy
377
+67
+22% +$9.54K 0.01% 402
2021
Q4 		$50K Buy
310
+12
+4% +$1.83K 0.01% 373
2021
Q3 		$39K Buy
298
+30
+11% +$3.9K 0.01% 416
2021
Q2 		$35K Buy
268
+5
+2% +$621 0.01% 428
2021
Q1 		$30K Buy
263
+49
+23% +$5.11K 0.01% 428
2020
Q4 		$18K Buy
214
+61
+40% +$4.66K ﹤0.01% 564
2020
Q3 		$10K Buy
153
+48
+46% +$3.15K ﹤0.01% 621
2020
Q2 		$7K Buy
105
+44
+72% +$2.76K ﹤0.01% 567
2020
Q1 		$3K Sell
61
-5
-8% -$598 ﹤0.01% 637
2019
Q4 		$10K Buy
66
+16
+32% +$2.4K ﹤0.01% 486
2019
Q3 		$8K Sell
50
-33
-40% -$5.13K ﹤0.01% 479
2019
Q2 		$13K Hold
83
– – 0.01% 425
2019
Q1 		$15K Buy
83
+69
+493% +$12.3K 0.01% 401
2018
Q4 		$2K Buy
14
+3
+27% +$536 ﹤0.01% 573
2018
Q3 		$2K Hold
11
– – ﹤0.01% 616
2018
Q2 		$2K Buy
11
+6
+120% +$955 ﹤0.01% 582
2018
Q1 		$1K Sell
5
-17
-77% -$2.7K ﹤0.01% 666
2017
Q4 		$4K Buy
+22
New +$3.57K ﹤0.01% 440

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glassman Wealth Services's SPG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 475 shares — an estimated $67.8K sold.

Glassman Wealth Services first reported a position in SPG in Q4 2017 and held it in 25 quarters. The position peaked at $67.8K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 475 Simon Property Group shares in Q1 2024, an estimated $67.8K.
  • Glassman Wealth Services first reported a position in Simon Property Group in Q4 2017 and held it in 25 quarters.
  • Glassman Wealth Services's Simon Property Group position peaked at $67.8K in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.