Intersect Capital’s Simon Property Group SPG Stock Holding History

Intersect Capital’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
2022 Q2	–	Sell	-12,050	Closed	-$1.58M	–	437
2022 Q1	$1.58M	Sell	12,050 -1,047	-8%	-$149K	0.3%	63
2021 Q4	$2.09M	Buy	13,097 +3,143	+32%	+$480K	0.39%	53
2021 Q3	$1.29M	Buy	9,954 +3,972	+66%	+$517K	0.22%	88
2021 Q2	$781K	Buy	5,982 +590	+11%	+$73.3K	0.14%	124
2021 Q1	$613K	Buy	5,392 +294	+6%	+$30.7K	0.12%	135
2020 Q4	$435K	Buy	+5,098	New	+$389K	0.1%	164

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intersect Capital's SPG Position: Q2 2022 in Review

Intersect Capital sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 12,050 shares — an estimated $1.58M sold.

Intersect Capital first reported a position in SPG in Q4 2020 and held it in 6 quarters. The position peaked at $2.09M in Q4 2021. 939 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Intersect Capital reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 12,050 Simon Property Group shares in Q2 2022, an estimated $1.58M.
Intersect Capital first reported a position in Simon Property Group in Q4 2020 and held it in 6 quarters.
Intersect Capital's Simon Property Group position peaked at $2.09M in Q4 2021.
939 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.