Lockheed Martin Investment Management’s Simon Property Group SPG Stock Holding History

Lockheed Martin 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
2024 Q3	–	Sell	-11,780	Closed	-$1.79M	–	151
2024 Q2	$1.79M	Sell	11,780 -7,099	-38%	-$1.05M	0.1%	87
2024 Q1	$2.71M	Sell	18,879 -5,700	-23%	-$836K	0.2%	72
2023 Q4	$3.32M	Sell	24,579 -6,800	-22%	-$822K	0.24%	62
2023 Q3	$3.58M	Hold	31,379	–	–	0.27%	61
2023 Q2	$3.62M	Buy	31,379 +3,300	+12%	+$359K	0.21%	63
2023 Q1	$3.14M	Hold	28,079	–	–	0.18%	72
2022 Q4	$3.3M	Buy	28,079 +3,100	+12%	+$345K	0.22%	69
2022 Q3	$2.24M	Sell	24,979 -9,100	-27%	-$931K	0.18%	73
2022 Q2	$3.23M	Sell	34,079 -10,260	-23%	-$1.18M	0.22%	71
2022 Q1	$5.83M	Sell	44,339 -5,400	-11%	-$769K	0.32%	68
2021 Q4	$7.95M	Buy	49,739 +34,739	+232%	+$5.3M	0.43%	56
2021 Q3	$1.95M	Hold	15,000	–	–	0.11%	74
2021 Q2	$1.96M	Hold	15,000	–	–	0.1%	81
2021 Q1	$1.71M	Buy	+15,000	New	+$1.56M	0.09%	74

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lockheed Martin Investment Management's SPG Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 11,780 shares — an estimated $1.79M sold.

Lockheed Martin Investment Management first reported a position in SPG in Q1 2021 and held it in 14 quarters. The position peaked at $7.95M in Q4 2021. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 11,780 Simon Property Group shares in Q3 2024, an estimated $1.79M.
Lockheed Martin Investment Management first reported a position in Simon Property Group in Q1 2021 and held it in 14 quarters.
Lockheed Martin Investment Management's Simon Property Group position peaked at $7.95M in Q4 2021.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.