Level Four Advisory Services’s Simon Property Group SPG Stock Holding History

Level Four Advisory Services’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 Q2	–	Sell	-1,531	Closed	-$201K	–	648
2022 Q1	$201K	Sell	1,531 -2,101	-58%	-$299K	0.02%	610
2021 Q4	$580K	Buy	3,632 +674	+23%	+$103K	0.04%	352
2021 Q3	$385K	Sell	2,958 -91	-3%	-$11.8K	0.04%	339
2021 Q2	$398K	Buy	3,049 +258	+9%	+$32.1K	0.03%	465
2021 Q1	$318K	Buy	2,791 +230	+9%	+$24K	0.02%	498
2020 Q4	$218K	Buy	+2,561	New	+$196K	0.02%	542
2017 Q4	–	Sell	-1,487	Closed	-$239K	–	556
2017 Q3	$239K	Buy	1,487 +69	+5%	+$11K	0.02%	462
2017 Q2	$241K	Sell	1,418 -89	-6%	-$14.5K	0.04%	425
2017 Q1	$257K	Sell	1,507 -3,477	-70%	-$621K	0.03%	448
2016 Q4	$886K	Buy	+4,984	New	+$925K	0.11%	185

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Level Four Advisory Services's SPG Position: Q2 2022 in Review

Level Four Advisory Services sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,531 shares — an estimated $201K sold.

Level Four Advisory Services first reported a position in SPG in Q4 2016 and held it in 10 quarters. The position peaked at $886K in Q4 2016. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Level Four Advisory Services reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Level Four Advisory Services sold 1,531 Simon Property Group shares in Q2 2022, an estimated $201K.
Level Four Advisory Services first reported a position in Simon Property Group in Q4 2016 and held it in 10 quarters.
Level Four Advisory Services's Simon Property Group position peaked at $886K in Q4 2016.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Level Four Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.