Laurel Wealth Advisors (California)’s Simon Property Group SPG Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$413K	Hold	3,514	–	–	0.04%	403
2022 Q3	$315K	Buy	3,514 +247	+8%	+$25.3K	0.03%	472
2022 Q2	$310K	Sell	3,267 -490	-13%	-$56.2K	0.03%	484
2022 Q1	$494K	Buy	3,757 +22	+0.6%	+$3.13K	0.04%	416
2021 Q4	$597K	Buy	3,735 +552	+17%	+$84.3K	0.05%	388
2021 Q3	$414K	Buy	3,183 +234	+8%	+$30.5K	0.08%	274
2021 Q2	$384K	Buy	2,949 +777	+36%	+$96.6K	0.05%	337
2021 Q1	$247K	Buy	+2,172	New	+$227K	0.04%	396

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SPG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Simon Property Group (SPG) position steady in Q4 2022 at 3,514 shares worth $413K. The position accounts for 0.04% of the portfolio, ranked #403.

Laurel Wealth Advisors (California) first reported a position in SPG in Q1 2021 and has held it in 8 quarters since. The position peaked at $597K in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Laurel Wealth Advisors (California) held 3,514 shares of Simon Property Group worth $413K as of Q4 2022.
Laurel Wealth Advisors (California) left its Simon Property Group share count unchanged in Q4 2022.
Simon Property Group made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #403 holding.
Laurel Wealth Advisors (California) first reported a position in Simon Property Group in Q1 2021 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s Simon Property Group position peaked at $597K in Q4 2021.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.