HFS
SPG icon

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 – 192
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return