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JT Stratford LLC’s Simon Property Group SPG Stock Holding History

JT Stratford LLC’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
Q2 		– Sell
-6,559
Closed -$863K – 229
2022
Q1 		$863K Buy
6,559
+237
+4% +$33.8K 0.25% 86
2021
Q4 		$1.01M Sell
6,322
-713
-10% -$109K 0.28% 85
2021
Q3 		$914K Sell
7,035
-5,480
-44% -$713K 0.28% 83
2021
Q2 		$1.63M Buy
12,515
+228
+2% +$28.3K 0.52% 51
2021
Q1 		$1.4M Sell
12,287
-2,440
-17% -$255K 0.49% 56
2020
Q4 		$1.26M Buy
14,727
+317
+2% +$24.2K 0.47% 58
2020
Q3 		$932K Buy
+14,410
New +$945K 0.4% 63
2020
Q1 		– Sell
-2,455
Closed -$366K – 139
2019
Q4 		$366K Buy
2,455
+198
+9% +$29.7K 0.17% 103
2019
Q3 		$351K Buy
+2,257
New +$351K 0.2% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

JT Stratford LLC's SPG Position: Q2 2022 in Review

JT Stratford LLC sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 6,559 shares — an estimated $863K sold.

JT Stratford LLC first reported a position in SPG in Q3 2019 and held it in 9 quarters. The position peaked at $1.63M in Q2 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • JT Stratford LLC reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • JT Stratford LLC sold 6,559 Simon Property Group shares in Q2 2022, an estimated $863K.
  • JT Stratford LLC first reported a position in Simon Property Group in Q3 2019 and held it in 9 quarters.
  • JT Stratford LLC's Simon Property Group position peaked at $1.63M in Q2 2021.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on JT Stratford LLC's 13F filing for Q2 2022, filed 15 Aug 2022.