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Liberty Wealth Management’s Simon Property Group SPG Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-28
Closed -$4K – 965
2021
Q3 		$4K Buy
28
+7
+33% +$911 ﹤0.01% 985
2021
Q2 		$3K Buy
+21
New +$2.61K ﹤0.01% 880
2021
Q1 		– Sell
-20
Closed -$1K – 1037
2020
Q4 		$1K Buy
20
+6
+43% +$458 ﹤0.01% 904
2020
Q3 		$1K Hold
14
– – ﹤0.01% 830
2020
Q2 		$1K Hold
14
– – ﹤0.01% 814
2020
Q1 		$1K Sell
14
-5
-26% -$598 ﹤0.01% 837
2019
Q4 		$3K Buy
19
+5
+36% +$750 ﹤0.01% 741
2019
Q3 		$2K Buy
+14
New +$2.18K ﹤0.01% 754

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Liberty Wealth Management's SPG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 28 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in SPG in Q3 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 1,046 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 28 Simon Property Group shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Simon Property Group in Q3 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Simon Property Group position peaked at $4K in Q3 2021.
  • 1,046 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.