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Lee Financial’s Simon Property Group SPG Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-506
Closed -$72.2K – 721
2023
Q4 		$72.2K Buy
506
+453
+855% +$54.8K 0.01% 201
2023
Q3 		$5.73K Hold
53
– – ﹤0.01% 498
2023
Q2 		$6.12K Sell
53
-27
-34% -$2.94K ﹤0.01% 477
2023
Q1 		$8.96K Sell
80
-6
-7% -$716 ﹤0.01% 440
2022
Q4 		$10.1K Sell
86
-24
-22% -$2.67K ﹤0.01% 461
2022
Q3 		$10K Buy
110
+55
+100% +$5.63K ﹤0.01% 440
2022
Q2 		$5K Sell
55
-59
-52% -$6.76K ﹤0.01% 565
2022
Q1 		$15K Sell
114
-35
-23% -$4.99K ﹤0.01% 382
2021
Q4 		$24K Hold
149
– – ﹤0.01% 344
2021
Q3 		$19K Buy
149
+81
+119% +$10.5K ﹤0.01% 342
2021
Q2 		$9K Buy
+68
New +$8.45K ﹤0.01% 426
2018
Q3 		– Sell
-97
Closed -$17K – 682
2018
Q2 		$17K Sell
97
-2
-2% -$318 ﹤0.01% 380
2018
Q1 		$15K Buy
+99
New +$15.7K ﹤0.01% 405

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's SPG Position: Q1 2024 in Review

Lee Financial sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 506 shares — an estimated $72.2K sold.

Lee Financial first reported a position in SPG in Q1 2018 and held it in 13 quarters. The position peaked at $72.2K in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Lee Financial reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 506 Simon Property Group shares in Q1 2024, an estimated $72.2K.
  • Lee Financial first reported a position in Simon Property Group in Q1 2018 and held it in 13 quarters.
  • Lee Financial's Simon Property Group position peaked at $72.2K in Q4 2023.
  • 1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.