Liberty One Investment Management’s Simon Property Group SPG Stock Holding History

Liberty One Investment 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
2023 Q3	–	Sell	-102	Closed	-$11.8K	–	167
2023 Q2	$11.8K	Buy	102 +3	+3%	+$327	﹤0.01%	140
2023 Q1	$11.1K	Buy	99 +1	+1%	+$119	﹤0.01%	141
2022 Q4	$11.5K	Buy	98 +2	+2%	+$222	﹤0.01%	140
2022 Q3	$9K	Sell	96 -3,496	-97%	-$358K	﹤0.01%	145
2022 Q2	$469K	Buy	3,592 +3,499	+3,762%	+$401K	0.08%	109
2022 Q1	$12K	Sell	93 -1,716	-95%	-$244K	﹤0.01%	143
2021 Q4	$289K	Sell	1,809 -1,691	-48%	-$258K	0.04%	115
2021 Q3	$455K	Sell	3,500 -92	-3%	-$12K	0.08%	110
2021 Q2	$469K	Buy	3,592 +737	+26%	+$91.6K	0.08%	110
2021 Q1	$325K	Buy	2,855 +1,058	+59%	+$110K	0.06%	110
2020 Q4	$153K	Buy	+1,797	New	+$137K	0.03%	111

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Liberty One Investment Management's SPG Position: Q3 2023 in Review

Liberty One Investment Management sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 102 shares — an estimated $11.8K sold.

Liberty One Investment Management first reported a position in SPG in Q4 2020 and held it in 11 quarters. The position peaked at $469K in Q2 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Liberty One Investment Management reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Liberty One Investment Management sold 102 Simon Property Group shares in Q3 2023, an estimated $11.8K.
Liberty One Investment Management first reported a position in Simon Property Group in Q4 2020 and held it in 11 quarters.
Liberty One Investment Management's Simon Property Group position peaked at $469K in Q2 2022.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Liberty One Investment Management's 13F filing for Q3 2023, filed 3 Nov 2023.