Jackson Hole Capital Partners’s Simon Property Group SPG Stock Holding History

Jackson Hole Capital Partners’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 Q3	–	Sell	-1,810	Closed	-$209K	–	272
2023 Q2	$209K	Hold	1,810	–	–	0.06%	187
2023 Q1	$203K	Buy	+1,810	New	+$216K	0.05%	214

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Hole Capital Partners's SPG Position: Q3 2023 in Review

Jackson Hole Capital Partners sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 1,810 shares — an estimated $209K sold.

Jackson Hole Capital Partners first reported a position in SPG in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Jackson Hole Capital Partners reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Jackson Hole Capital Partners sold 1,810 Simon Property Group shares in Q3 2023, an estimated $209K.
Jackson Hole Capital Partners first reported a position in Simon Property Group in Q1 2023 and held it in 2 quarters.
Jackson Hole Capital Partners's Simon Property Group position peaked at $209K in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2023, filed 9 Nov 2023.