HBC Financial Services’s Simon Property Group SPG Stock Holding History

HBC Financial 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 Q3	–	Sell	-220	Closed	-$33K	–	190
2024 Q2	$33K	Sell	220 -160	-42%	-$23.6K	0.02%	85
2024 Q1	$53K	Hold	380	–	–	0.04%	66
2023 Q4	$54K	Hold	380	–	–	0.04%	63
2023 Q3	$41K	Hold	380	–	–	0.03%	66
2023 Q2	$46K	Hold	380	–	–	0.03%	69
2023 Q1	$42K	Buy	+380	New	+$45.4K	0.03%	75
2020 Q1	–	Sell	-210	Closed	-$30K	–	168
2019 Q4	$30K	Buy	+210	New	+$31.5K	0.03%	92

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

HBC Financial Services's SPG Position: Q3 2024 in Review

HBC Financial Services sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 220 shares — an estimated $33K sold.

HBC Financial Services first reported a position in SPG in Q4 2019 and held it in 7 quarters. The position peaked at $54K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

HBC Financial Services reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
HBC Financial Services sold 220 Simon Property Group shares in Q3 2024, an estimated $33K.
HBC Financial Services first reported a position in Simon Property Group in Q4 2019 and held it in 7 quarters.
HBC Financial Services's Simon Property Group position peaked at $54K in Q4 2023.
1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

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