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Horan Securities’s Simon Property Group SPG Stock Holding History

Horan Securities’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
Q3 		– Sell
-119
Closed -$13.7K – 576
2023
Q2 		$13.7K Hold
119
– – 0.01% 354
2023
Q1 		$13.3K Sell
119
-29
-20% -$3.46K 0.01% 347
2022
Q4 		$17.4K Buy
148
+28
+23% +$3.11K 0.01% 310
2022
Q3 		$11K Sell
120
-5
-4% -$511 0.01% 344
2022
Q2 		$12K Buy
125
+7
+6% +$802 0.01% 304
2022
Q1 		$15K Sell
118
-13
-10% -$1.85K 0.01% 282
2021
Q4 		$21K Buy
+131
New +$20K 0.01% 243
2021
Q2 		$17K Buy
134
+109
+436% +$13.5K 0.01% 246
2021
Q1 		$3K Sell
25
-3
-11% -$313 ﹤0.01% 356
2020
Q4 		$2K Buy
+28
New +$2.14K ﹤0.01% 366
2020
Q3 		– Sell
-12
Closed -$1K – 384
2020
Q2 		$1K Buy
+12
New +$753 ﹤0.01% 304

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Horan Securities's SPG Position: Q3 2023 in Review

Horan Securities sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 119 shares — an estimated $13.7K sold.

Horan Securities first reported a position in SPG in Q2 2020 and held it in 11 quarters. The position peaked at $21K in Q4 2021. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

  • Horan Securities reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 119 Simon Property Group shares in Q3 2023, an estimated $13.7K.
  • Horan Securities first reported a position in Simon Property Group in Q2 2020 and held it in 11 quarters.
  • Horan Securities's Simon Property Group position peaked at $21K in Q4 2021.
  • 982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.