Laidlaw Wealth Management’s Simon Property Group SPG Stock Holding History

Laidlaw Wealth Management’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	–	Sell	-1,999	Closed	-$224K	–	372
2023 Q1	$224K	Buy	+1,999	New	+$239K	0.05%	310
2022 Q1	–	Sell	-1,982	Closed	-$317K	–	424
2021 Q4	$317K	Buy	+1,982	New	+$303K	0.05%	296

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

Laidlaw Wealth Management's SPG Position: Q2 2023 in Review

Laidlaw Wealth Management sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 1,999 shares — an estimated $224K sold.

Laidlaw Wealth Management first reported a position in SPG in Q4 2021 and held it in 2 quarters. The position peaked at $317K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Laidlaw Wealth Management reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 1,999 Simon Property Group shares in Q2 2023, an estimated $224K.
Laidlaw Wealth Management first reported a position in Simon Property Group in Q4 2021 and held it in 2 quarters.
Laidlaw Wealth Management's Simon Property Group position peaked at $317K in Q4 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Laidlaw Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.