Kistler-Tiffany Companies’s Simon Property Group SPG Stock Holding History

Kistler-Tiffany Companies’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 Q2	$179K	Buy	1,549 +2	+0.1%	+$218	0.03%	327
2023 Q1	$173K	Sell	1,547 -159	-9%	-$19K	0.03%	295
2022 Q4	$200K	Buy	1,706 +27	+2%	+$3K	0.04%	259
2022 Q3	$151K	Sell	1,679 -243	-13%	-$24.9K	0.03%	236
2022 Q2	$182K	Buy	1,922 +28	+1%	+$3.21K	0.04%	217
2022 Q1	$249K	Buy	1,894 +40	+2%	+$5.7K	0.05%	201
2021 Q4	$296K	Buy	1,854 +5	+0.3%	+$763	0.06%	164
2021 Q3	$240K	Sell	1,849 -655	-26%	-$85.3K	0.05%	175
2021 Q2	$327K	Buy	2,504 +110	+5%	+$13.7K	0.08%	148
2021 Q1	$272K	Buy	2,394 +1,306	+120%	+$136K	0.07%	148
2020 Q4	$93K	Buy	1,088 +928	+580%	+$70.9K	0.03%	235
2020 Q3	$10K	Buy	+160	New	+$10.5K	﹤0.01%	478
2018 Q3	–	Sell	-13	Closed	-$2K	–	579
2018 Q2	$2K	Buy	+13	New	+$2.07K	﹤0.01%	532
2017 Q3	–	Sell	-497	Closed	-$80K	–	561
2017 Q2	$80K	Hold	497	–	–	0.04%	215
2017 Q1	$85K	Hold	497	–	–	0.04%	200
2016 Q4	$88K	Hold	497	–	–	0.04%	200
2016 Q3	$103K	Hold	497	–	–	0.05%	189
2016 Q2	$108K	Hold	497	–	–	0.06%	177
2016 Q1	$103K	Hold	497	–	–	0.06%	176
2015 Q4	$97K	Hold	497	–	–	0.05%	198
2015 Q3	$91K	Hold	497	–	–	0.05%	199
2015 Q2	$86K	Hold	497	–	–	0.05%	200
2015 Q1	$97K	Hold	497	–	–	0.06%	176
2014 Q4	$91K	Hold	497	–	–	0.06%	177
2014 Q3	$82K	Hold	497	–	–	0.05%	193
2014 Q2	$83K	Sell	497 -31	-6%	-$5.06K	0.06%	180
2014 Q1	$82K	Hold	528	–	–	0.06%	176
2013 Q4	$76K	Hold	528	–	–	0.06%	184
2013 Q3	$74K	Hold	528	–	–	0.06%	185
2013 Q2	$78K	Buy	+528	New	+$84.7K	0.07%	168

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

Norges Bank Oslo, Norway $935B AUM

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kistler-Tiffany Companies's SPG Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Simon Property Group (SPG) stake by 0.13% in Q2 2023, buying an estimated $218 and bringing the position to 1,549 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #327.

Kistler-Tiffany Companies first reported a position in SPG in Q2 2013 and has held it in 30 quarters since. The position peaked at $327K in Q2 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Kistler-Tiffany Companies held 1,549 shares of Simon Property Group worth $179K as of Q2 2023.
Kistler-Tiffany Companies bought 2 Simon Property Group shares in Q2 2023, an estimated $218.
Simon Property Group made up 0.03% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #327 holding.
Kistler-Tiffany Companies first reported a position in Simon Property Group in Q2 2013 and has held it in 30 quarters since.
Kistler-Tiffany Companies's Simon Property Group position peaked at $327K in Q2 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.