HeadInvest LLC’s Simon Property Group SPG Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-160	Closed	-$16.7K	–	622
2023 Q3	$16.7K	Buy	+160	New	+$18.7K	﹤0.01%	490

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

HeadInvest LLC's SPG Position: Q4 2023 in Review

HeadInvest LLC sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 160 shares — an estimated $16.7K sold.

HeadInvest LLC first reported a position in SPG in Q3 2023 and held it in 1 quarter. The position peaked at $16.7K in Q3 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

HeadInvest LLC reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 160 Simon Property Group shares in Q4 2023, an estimated $16.7K.
HeadInvest LLC first reported a position in Simon Property Group in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Simon Property Group position peaked at $16.7K in Q3 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.