Iron Horse Wealth Management’s Simon Property Group SPG Stock Holding History

Iron Horse Wealth 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 Q4	–	Sell	-150	Closed	-$16.2K	–	518
2023 Q3	$16.2K	Hold	150	–	–	0.01%	133
2023 Q2	$17.3K	Hold	150	–	–	0.01%	118
2023 Q1	$16.8K	Hold	150	–	–	0.01%	121
2022 Q4	$18K	Hold	150	–	–	0.01%	112
2022 Q3	$13K	Hold	150	–	–	0.02%	83
2022 Q2	$14K	Buy	150 +50	+50%	+$5.73K	0.01%	114
2022 Q1	$13K	Buy	+100	New	+$14.2K	0.01%	122

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

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

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

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

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

Iron Horse Wealth Management's SPG Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 150 shares — an estimated $16.2K sold.

Iron Horse Wealth Management first reported a position in SPG in Q1 2022 and held it in 7 quarters. The position peaked at $18K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Iron Horse Wealth Management reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 150 Simon Property Group shares in Q4 2023, an estimated $16.2K.
Iron Horse Wealth Management first reported a position in Simon Property Group in Q1 2022 and held it in 7 quarters.
Iron Horse Wealth Management's Simon Property Group position peaked at $18K in Q4 2022.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.