Hillsdale Investment Management’s Simon Property Group SPG Stock Holding History

Hillsdale Investment Management’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	-210	Closed	-$31.9K	–	694
2024 Q2	$31.9K	Hold	210	–	–	﹤0.01%	452
2024 Q1	$32.9K	Buy	+210	New	+$30.8K	﹤0.01%	454
2022 Q1	–	Sell	-150	Closed	-$24K	–	612
2021 Q4	$24K	Buy	+150	New	+$22.9K	﹤0.01%	519
2015 Q4	–	Sell	-1,600	Closed	-$294K	–	584
2015 Q3	$294K	Buy	+1,600	New	+$293K	0.1%	210

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hillsdale Investment Management's SPG Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 210 shares — an estimated $31.9K sold.

Hillsdale Investment Management first reported a position in SPG in Q3 2015 and held it in 4 quarters. The position peaked at $294K in Q3 2015. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Hillsdale Investment Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Hillsdale Investment Management sold 210 Simon Property Group shares in Q3 2024, an estimated $31.9K.
Hillsdale Investment Management first reported a position in Simon Property Group in Q3 2015 and held it in 4 quarters.
Hillsdale Investment Management's Simon Property Group position peaked at $294K in Q3 2015.
1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.