Lenox Wealth Advisors’s Simon Property Group SPG Stock Holding History

Lenox Wealth Advisors’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	$2K	Sell	15 -1	-6%	-$142	﹤0.01%	665
2021 Q4	$3K	Buy	16 +15	+1,500%	+$2.29K	﹤0.01%	679
2021 Q3	$0	Hold	1	–	–	﹤0.01%	786
2021 Q2	$0	Hold	1	–	–	﹤0.01%	791
2021 Q1	$0	Sell	1 -1	-50%	-$104	﹤0.01%	753
2020 Q4	$0	Buy	+2	New	+$153	﹤0.01%	670
2018 Q3	–	Sell	-294	Closed	-$50K	–	508
2018 Q2	$50K	Buy	+294	New	+$46.8K	0.01%	133
2014 Q4	–	Sell	-25	Closed	-$4K	–	340
2014 Q3	$4K	Hold	25	–	–	﹤0.01%	250
2014 Q2	$4K	Sell	25 -2	-7%	-$327	﹤0.01%	173
2014 Q1	$4K	Hold	27	–	–	﹤0.01%	178
2013 Q4	$4K	Buy	+27	New	+$3.89K	﹤0.01%	257

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lenox Wealth Advisors's SPG Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Simon Property Group (SPG) stake by 6.3% in Q1 2022, selling an estimated $142 and leaving 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Lenox Wealth Advisors first reported a position in SPG in Q4 2013 and has held it in 11 quarters since. The position peaked at $50K in Q2 2018. 1,013 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Lenox Wealth Advisors held 15 shares of Simon Property Group worth $2K as of Q1 2022.
Lenox Wealth Advisors sold 1 Simon Property Group share in Q1 2022, an estimated $142.
Simon Property Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #665 holding.
Lenox Wealth Advisors first reported a position in Simon Property Group in Q4 2013 and has held it in 11 quarters since.
Lenox Wealth Advisors's Simon Property Group position peaked at $50K in Q2 2018.
1,013 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.