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KB Financial Partners’s Simon Property Group SPG Stock Holding History

KB Financial Partners’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
2023
Q3 		– Sell
-2,602
Closed -$301K – 608
2023
Q2 		$301K Sell
2,602
-149
-5% -$16.2K 0.08% 153
2023
Q1 		$308K Buy
2,751
+160
+6% +$19.1K 0.09% 137
2022
Q4 		$304K Sell
2,591
-197
-7% -$21.9K 0.1% 135
2022
Q3 		$250K Buy
2,788
+452
+19% +$46.2K 0.09% 147
2022
Q2 		$222K Sell
2,336
-274
-10% -$31.4K 0.08% 149
2022
Q1 		$343K Buy
2,610
+655
+34% +$93.3K 0.09% 117
2021
Q4 		$312K Buy
+1,955
New +$298K 0.09% 126
2021
Q3 		– Sell
-216
Closed -$28K – 512
2021
Q2 		$28K Sell
216
-20
-8% -$2.49K 0.01% 319
2021
Q1 		$27K Buy
+236
New +$24.6K 0.01% 328

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KB Financial Partners's SPG Position: Q3 2023 in Review

KB Financial Partners sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 2,602 shares — an estimated $301K sold.

KB Financial Partners first reported a position in SPG in Q1 2021 and held it in 9 quarters. The position peaked at $343K in Q1 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

  • KB Financial Partners reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
  • KB Financial Partners sold 2,602 Simon Property Group shares in Q3 2023, an estimated $301K.
  • KB Financial Partners first reported a position in Simon Property Group in Q1 2021 and held it in 9 quarters.
  • KB Financial Partners's Simon Property Group position peaked at $343K in Q1 2022.
  • 982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.