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LFS Asset Management’s Simon Property Group SPG Stock Holding History

LFS Asset Management’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
Q3 		$221K Sell
2,464
-36,847
-94% -$3.77M 0.22% 46
2022
Q2 		$3.73M Buy
+39,311
New +$4.51M 3.03% 13

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LFS Asset Management's SPG Position: Q3 2022 in Review

LFS Asset Management reduced its Simon Property Group (SPG) stake by 94% in Q3 2022, selling an estimated $3.77M and leaving 2,464 shares worth $221K. The position accounts for 0.22% of the portfolio, ranked #46.

LFS Asset Management first reported a position in SPG in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.73M in Q2 2022. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

  • LFS Asset Management held 2,464 shares of Simon Property Group worth $221K as of Q3 2022.
  • LFS Asset Management sold 36,847 Simon Property Group shares in Q3 2022, an estimated $3.77M.
  • Simon Property Group made up 0.22% of LFS Asset Management's portfolio in Q3 2022, its #46 holding.
  • LFS Asset Management first reported a position in Simon Property Group in Q2 2022 and has held it in 2 quarters since.
  • LFS Asset Management's Simon Property Group position peaked at $3.73M in Q2 2022.
  • 919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.