HG
SPG icon

Herbst Group’s Simon Property Group SPG Stock Holding History

Herbst Group’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
-1,865
Closed -$201K – 70
2023
Q3 		$201K Buy
1,865
+25
+1% +$2.93K 0.14% 68
2023
Q2 		$212K Sell
1,840
-200
-10% -$21.8K 0.15% 68
2023
Q1 		$228K Hold
2,040
– – 0.16% 69
2022
Q4 		$240K Buy
+2,040
New +$227K 0.19% 66

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Herbst Group's SPG Position: Q4 2023 in Review

Herbst Group sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 1,865 shares — an estimated $201K sold.

Herbst Group first reported a position in SPG in Q4 2022 and held it in 4 quarters. The position peaked at $240K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Herbst Group reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
  • Herbst Group sold 1,865 Simon Property Group shares in Q4 2023, an estimated $201K.
  • Herbst Group first reported a position in Simon Property Group in Q4 2022 and held it in 4 quarters.
  • Herbst Group's Simon Property Group position peaked at $240K in Q4 2022.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Herbst Group's 13F filing for Q4 2023, filed 12 Jan 2024.