Leelyn Smith’s Simon Property Group SPG Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-30	Closed	-$3.52K	–	374
2022 Q4	$3.52K	Sell	30 -90	-75%	-$10K	﹤0.01%	387
2022 Q3	$11K	Sell	120 -100	-45%	-$10.2K	﹤0.01%	280
2022 Q2	$21K	Buy	+220	New	+$25.2K	0.01%	246

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Leelyn Smith's SPG Position: Q1 2023 in Review

Leelyn Smith sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 30 shares — an estimated $3.52K sold.

Leelyn Smith first reported a position in SPG in Q2 2022 and held it in 3 quarters. The position peaked at $21K in Q2 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Leelyn Smith reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 30 Simon Property Group shares in Q1 2023, an estimated $3.52K.
Leelyn Smith first reported a position in Simon Property Group in Q2 2022 and held it in 3 quarters.
Leelyn Smith's Simon Property Group position peaked at $21K in Q2 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.