JCIC Asset Management’s Simon Property Group SPG Stock Holding History

JCIC Asset 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
2022 Q3	–	Sell	-330	Closed	-$31K	–	120
2022 Q2	$31K	Sell	330 -6	-2%	-$688	0.02%	73
2022 Q1	$44K	Hold	336	–	–	0.01%	83
2021 Q4	$54K	Hold	336	–	–	0.02%	78
2021 Q3	$44K	Hold	336	–	–	0.01%	79
2021 Q2	$54K	Hold	336	–	–	0.01%	82
2021 Q1	$38K	Buy	+336	New	+$35K	0.01%	83

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

JCIC Asset Management's SPG Position: Q3 2022 in Review

JCIC Asset Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 330 shares — an estimated $31K sold.

JCIC Asset Management first reported a position in SPG in Q1 2021 and held it in 6 quarters. The position peaked at $54K in Q4 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

JCIC Asset Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
JCIC Asset Management sold 330 Simon Property Group shares in Q3 2022, an estimated $31K.
JCIC Asset Management first reported a position in Simon Property Group in Q1 2021 and held it in 6 quarters.
JCIC Asset Management's Simon Property Group position peaked at $54K in Q4 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on JCIC Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.