Janiczek Wealth Management’s Simon Property Group SPG Stock Holding History

Janiczek 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
2024 Q2	$1.82K	Hold	12	–	–	﹤0.01%	863
2024 Q1	$1.88K	Hold	12	–	–	﹤0.01%	872
2023 Q4	$1.71K	Buy	+12	New	+$1.45K	﹤0.01%	869
2023 Q1	–	Sell	-4	Closed	-$504	–	1064
2022 Q4	$504	Sell	4 -50	-93%	-$5.56K	﹤0.01%	913
2022 Q3	$5K	Hold	54	–	–	﹤0.01%	669
2022 Q2	$6K	Sell	54 -9	-14%	-$1.03K	﹤0.01%	650
2022 Q1	$8K	Sell	63 -30	-32%	-$4.27K	﹤0.01%	610
2021 Q4	$15K	Buy	93 +30	+48%	+$4.58K	﹤0.01%	528
2021 Q3	$8K	Buy	63 +4	+7%	+$521	﹤0.01%	619
2021 Q2	$8K	Hold	59	–	–	﹤0.01%	591
2021 Q1	$7K	Buy	59 +9	+18%	+$939	﹤0.01%	596
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	636
2020 Q3	$3K	Buy	+50	New	+$3.28K	﹤0.01%	469

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janiczek Wealth Management's SPG Position: Q2 2024 in Review

Janiczek Wealth Management held its Simon Property Group (SPG) position steady in Q2 2024 at 12 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Janiczek Wealth Management first reported a position in SPG in Q3 2020 and has held it in 13 quarters since. The position peaked at $15K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Janiczek Wealth Management held 12 shares of Simon Property Group worth $1.82K as of Q2 2024.
Janiczek Wealth Management left its Simon Property Group share count unchanged in Q2 2024.
Simon Property Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #863 holding.
Janiczek Wealth Management first reported a position in Simon Property Group in Q3 2020 and has held it in 13 quarters since.
Janiczek Wealth Management's Simon Property Group position peaked at $15K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.