Griffin Asset Management’s Simon Property Group SPG Stock Holding History

Griffin Asset Management’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 Q2	–	Sell	-3,032	Closed	-$475K	–	223
2024 Q1	$475K	Sell	3,032 -1,593	-34%	-$234K	0.06%	167
2023 Q4	$660K	Hold	4,625	–	–	0.08%	154
2023 Q3	$500K	Hold	4,625	–	–	0.07%	161
2023 Q2	$534K	Hold	4,625	–	–	0.07%	162
2023 Q1	$518K	Sell	4,625 -7	-0.2%	-$836	0.07%	163
2022 Q4	$544K	Buy	4,632 +1,800	+64%	+$200K	0.08%	159
2022 Q3	$254K	Buy	2,832 +10	+0.4%	+$1.02K	0.04%	181
2022 Q2	$268K	Buy	+2,822	New	+$323K	0.04%	188
2022 Q1	–	Sell	-1,850	Closed	-$296K	–	240
2021 Q4	$296K	Buy	+1,850	New	+$282K	0.04%	203
2020 Q1	–	Sell	-1,625	Closed	-$242K	–	224
2019 Q4	$242K	Buy	+1,625	New	+$244K	0.03%	197
2019 Q3	–	Sell	-160	Closed	-$26K	–	442
2019 Q2	$26K	Buy	+160	New	+$27.6K	﹤0.01%	409

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

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

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

Griffin Asset Management's SPG Position: Q2 2024 in Review

Griffin Asset Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 3,032 shares — an estimated $475K sold.

Griffin Asset Management first reported a position in SPG in Q2 2019 and held it in 11 quarters. The position peaked at $660K in Q4 2023. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Griffin Asset Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
Griffin Asset Management sold 3,032 Simon Property Group shares in Q2 2024, an estimated $475K.
Griffin Asset Management first reported a position in Simon Property Group in Q2 2019 and held it in 11 quarters.
Griffin Asset Management's Simon Property Group position peaked at $660K in Q4 2023.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Griffin Asset Management's 13F filing for Q2 2024, filed 23 Jul 2024.