Iyo Bank’s Simon Property Group SPG Stock Holding History

Iyo Bank’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 Q4	–	Sell	-45,580	Closed	-$4.09M	–	32
2022 Q3	$4.09M	Hold	45,580	–	–	2.19%	17
2022 Q2	$4.33M	Hold	45,580	–	–	1.44%	20
2022 Q1	$6M	Hold	45,580	–	–	1.77%	15
2021 Q4	$7.28M	Buy	+45,580	New	+$6.96M	2.22%	14

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iyo Bank's SPG Position: Q4 2022 in Review

Iyo Bank sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 45,580 shares — an estimated $4.09M sold.

Iyo Bank first reported a position in SPG in Q4 2021 and held it in 4 quarters. The position peaked at $7.28M in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Iyo Bank reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Iyo Bank sold 45,580 Simon Property Group shares in Q4 2022, an estimated $4.09M.
Iyo Bank first reported a position in Simon Property Group in Q4 2021 and held it in 4 quarters.
Iyo Bank's Simon Property Group position peaked at $7.28M in Q4 2021.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Iyo Bank's 13F filing for Q4 2022, filed 27 Jan 2023.