JPLA
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Joseph P. Lucia & Associates’s Simon Property Group SPG Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-175
Closed -$23K – 491
2021
Q3 		$23K Hold
175
– – 0.01% 293
2021
Q2 		$23K Hold
175
– – 0.01% 307
2021
Q1 		$20K Buy
+175
New +$18.3K 0.01% 294

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Joseph P. Lucia & Associates's SPG Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 175 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in SPG in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q3 2021. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 175 Simon Property Group shares in Q4 2021, an estimated $23K.
  • Joseph P. Lucia & Associates first reported a position in Simon Property Group in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Simon Property Group position peaked at $23K in Q3 2021.
  • 1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.