GYL Financial Synergies’s Simon Property Group SPG Stock Holding History

GYL Financial Synergies’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	$10.2M	Buy	60,517 +193	+0.3%	+$30.6K	0.77%	31
2024 Q2	$9.16M	Buy	60,324 +66	+0.1%	+$9.72K	0.71%	35
2024 Q1	$9.43M	Sell	60,258 -148	-0.2%	-$21.7K	0.74%	35
2023 Q4	$8.62M	Sell	60,406 -1,096	-2%	-$132K	0.71%	38
2023 Q3	$6.64M	Sell	61,502 -545	-0.9%	-$63.8K	0.65%	36
2023 Q2	$7.17M	Sell	62,047 -1,748	-3%	-$190K	0.65%	38
2023 Q1	$7.14M	Buy	+63,795	New	+$7.62M	0.86%	35

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's SPG Position: Q3 2024 in Review

GYL Financial Synergies increased its Simon Property Group (SPG) stake by 0.32% in Q3 2024, buying an estimated $30.6K and bringing the position to 60,517 shares worth $10.2M. The position accounts for 0.77% of the portfolio, ranked #31.

GYL Financial Synergies first reported a position in SPG in Q1 2023 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

GYL Financial Synergies held 60,517 shares of Simon Property Group worth $10.2M as of Q3 2024.
GYL Financial Synergies bought 193 Simon Property Group shares in Q3 2024, an estimated $30.6K.
Simon Property Group made up 0.77% of GYL Financial Synergies's portfolio in Q3 2024, its #31 holding.
GYL Financial Synergies first reported a position in Simon Property Group in Q1 2023 and has held it in 7 quarters since.
1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.