JNBA Financial Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-87
| Closed | -$9.4K | – | 744 |
|
|
2023
Q3 | $9.4K | Buy |
+87
| New | +$10.2K | ﹤0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-87
| Closed | -$9.74K | – | 749 |
|
|
2023
Q1 | $9.74K | Buy |
+87
| New | +$10.4K | ﹤0.01% | 488 |
|
|
2021
Q4 | – | Sell |
-23
| Closed | -$3K | – | 876 |
|
|
2021
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 650 |
|
|
2021
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 601 |
|
|
2021
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 566 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 550 |
|
|
2019
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 539 |
|
|
2019
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 496 |
|
|
2019
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 541 |
|
|
2019
Q1 | $4K | Hold |
23
| – | – | ﹤0.01% | 471 |
|
|
2018
Q4 | $4K | Buy |
+23
| New | +$4.11K | ﹤0.01% | 450 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$4K | – | 678 |
|
|
2018
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 469 |
|
|
2018
Q1 | $4K | Sell |
23
-79
| -77% | -$12.6K | ﹤0.01% | 436 |
|
|
2017
Q4 | $18K | Hold |
102
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $16K | Hold |
102
| – | – | ﹤0.01% | 323 |
|
|
2017
Q2 | $16K | Hold |
102
| – | – | ﹤0.01% | 317 |
|
|
2017
Q1 | $18K | Sell |
102
-100
| -50% | -$17.9K | ﹤0.01% | 308 |
|
|
2016
Q4 | $36K | Sell |
202
-412
| -67% | -$76.5K | 0.01% | 236 |
|
|
2016
Q3 | $127K | Buy |
614
+457
| +291% | +$99.1K | 0.02% | 306 |
|
|
2016
Q2 | $34K | Hold |
157
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $33K | Hold |
157
| – | – | 0.01% | 232 |
|
|
2015
Q4 | $31K | Buy |
157
+23
| +17% | +$4.46K | 0.01% | 235 |
|
|
2015
Q3 | $25K | Hold |
134
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $23K | Hold |
134
| – | – | 0.01% | 269 |
|
|
2015
Q1 | $26K | Hold |
134
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $24K | Hold |
134
| – | – | 0.01% | 274 |
|
|
2014
Q3 | $22K | Buy |
134
+4
| +3% | +$673 | 0.01% | 279 |
|
|
2014
Q2 | $22K | Sell |
130
-8
| -6% | -$1.31K | 0.01% | 258 |
|
|
2014
Q1 | $21K | Buy |
138
+32
| +30% | +$4.77K | 0.01% | 250 |
|
|
2013
Q4 | $15K | Hold |
106
| – | – | 0.01% | 283 |
|
|
2013
Q3 | $15K | Hold |
106
| – | – | 0.01% | 271 |
|
|
2013
Q2 | $16K | Buy |
+106
| New | +$17K | 0.01% | 227 |
|
Other funds holding SPG
JNBA Financial Advisors's SPG Position: Q4 2023 in Review
JNBA Financial Advisors sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 87 shares — an estimated $9.4K sold.
JNBA Financial Advisors first reported a position in SPG in Q2 2013 and held it in 35 quarters. The position peaked at $127K in Q3 2016. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.
- JNBA Financial Advisors reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
- JNBA Financial Advisors sold 87 Simon Property Group shares in Q4 2023, an estimated $9.4K.
- JNBA Financial Advisors first reported a position in Simon Property Group in Q2 2013 and held it in 35 quarters.
- JNBA Financial Advisors's Simon Property Group position peaked at $127K in Q3 2016.
- 1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.
Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.