JAWM
SPG icon

J. Arnold Wealth Management’s Simon Property Group SPG Stock Holding History

J. Arnold 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
2020
Q4 		– Sell
-9,239
Closed -$598K – 94
2020
Q3 		$598K Hold
9,239
– – 0.44% 18
2020
Q2 		$632K Buy
+9,239
New +$580K 0.53% 17

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

J. Arnold Wealth Management's SPG Position: Q4 2020 in Review

J. Arnold Wealth Management sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 9,239 shares — an estimated $598K sold.

J. Arnold Wealth Management first reported a position in SPG in Q2 2020 and held it in 2 quarters. The position peaked at $632K in Q2 2020. 780 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • J. Arnold Wealth Management reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
  • J. Arnold Wealth Management sold 9,239 Simon Property Group shares in Q4 2020, an estimated $598K.
  • J. Arnold Wealth Management first reported a position in Simon Property Group in Q2 2020 and held it in 2 quarters.
  • J. Arnold Wealth Management's Simon Property Group position peaked at $632K in Q2 2020.
  • 780 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on J. Arnold Wealth Management's 13F filing for Q4 2020, filed 8 Sep 2021.