Hoxton Planning & Management’s Simon Property Group SPG Stock Holding History

Hoxton Planning & 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
2023 Q3	–	Sell	-2,119	Closed	-$245K	–	151
2023 Q2	$245K	Sell	2,119 -113	-5%	-$12.3K	0.15%	120
2023 Q1	$250K	Sell	2,232 -112	-5%	-$13.4K	0.14%	134
2022 Q4	$275K	Buy	+2,344	New	+$261K	0.15%	129

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hoxton Planning & Management's SPG Position: Q3 2023 in Review

Hoxton Planning & Management sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 2,119 shares — an estimated $245K sold.

Hoxton Planning & Management first reported a position in SPG in Q4 2022 and held it in 3 quarters. The position peaked at $275K in Q4 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Hoxton Planning & Management reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Hoxton Planning & Management sold 2,119 Simon Property Group shares in Q3 2023, an estimated $245K.
Hoxton Planning & Management first reported a position in Simon Property Group in Q4 2022 and held it in 3 quarters.
Hoxton Planning & Management's Simon Property Group position peaked at $275K in Q4 2022.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Hoxton Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.