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Legacy Capital Partners’s Simon Property Group SPG Stock Holding History

Legacy Capital Partners’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
Q1 		$669K Hold
5,085
– – 0.22% 90
2021
Q4 		$812K Buy
5,085
+915
+22% +$140K 0.26% 82
2021
Q3 		$542K Hold
4,170
– – 0.2% 99
2021
Q2 		$544K Buy
4,170
+1,215
+41% +$151K 0.19% 97
2021
Q1 		$336K Buy
+2,955
New +$308K 0.13% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Partners's SPG Position: Q1 2022 in Review

Legacy Capital Partners held its Simon Property Group (SPG) position steady in Q1 2022 at 5,085 shares worth $669K. The position accounts for 0.22% of the portfolio, ranked #90.

Legacy Capital Partners first reported a position in SPG in Q1 2021 and has held it in 5 quarters since. The position peaked at $812K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Legacy Capital Partners held 5,085 shares of Simon Property Group worth $669K as of Q1 2022.
  • Legacy Capital Partners left its Simon Property Group share count unchanged in Q1 2022.
  • Simon Property Group made up 0.22% of Legacy Capital Partners's portfolio in Q1 2022, its #90 holding.
  • Legacy Capital Partners first reported a position in Simon Property Group in Q1 2021 and has held it in 5 quarters since.
  • Legacy Capital Partners's Simon Property Group position peaked at $812K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.