HVIA
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Hudson Valley Investment Advisors’s Simon Property Group SPG Stock Holding History

Hudson Valley Investment Advisors’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
-1,550
Closed -$221K – 189
2024
Q2 		$221K Buy
+1,550
New +$228K 0.03% 166
2024
Q1 		– Sell
-1,550
Closed -$221K – 184
2023
Q4 		$221K Sell
1,550
-1,242
-44% -$150K 0.03% 166
2023
Q3 		$302K Sell
2,792
-3,220
-54% -$377K 0.04% 154
2023
Q2 		$694K Sell
6,012
-3,672
-38% -$400K 0.09% 120
2023
Q1 		$1.08M Sell
9,684
-4,437
-31% -$530K 0.15% 114
2022
Q4 		$1.66M Buy
14,121
+643
+5% +$71.5K 0.25% 91
2022
Q3 		$1.21M Buy
13,478
+872
+7% +$89.2K 0.19% 102
2022
Q2 		$1.2M Buy
12,606
+1,007
+9% +$115K 0.19% 104
2022
Q1 		$1.53M Buy
11,599
+3,536
+44% +$504K 0.2% 95
2021
Q4 		$1.29M Buy
8,063
+6,480
+409% +$989K 0.2% 83
2021
Q3 		$206K Buy
+1,583
New +$206K 0.04% 170
2020
Q1 		– Sell
-2,594
Closed -$386K – 167
2019
Q4 		$386K Sell
2,594
-157
-6% -$23.5K 0.08% 123
2019
Q3 		$428K Sell
2,751
-1,236
-31% -$192K 0.1% 115
2019
Q2 		$637K Sell
3,987
-8
-0.2% -$1.38K 0.15% 106
2019
Q1 		$728K Sell
3,995
-713
-15% -$127K 0.18% 97
2018
Q4 		$791K Buy
+4,708
New +$842K 0.18% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hudson Valley Investment Advisors's SPG Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,550 shares — an estimated $221K sold.

Hudson Valley Investment Advisors first reported a position in SPG in Q4 2018 and held it in 16 quarters. The position peaked at $1.66M in Q4 2022. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 1,550 Simon Property Group shares in Q3 2024, an estimated $221K.
  • Hudson Valley Investment Advisors first reported a position in Simon Property Group in Q4 2018 and held it in 16 quarters.
  • Hudson Valley Investment Advisors's Simon Property Group position peaked at $1.66M in Q4 2022.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.