M&G Investment Management’s Simon Property Group SPG Stock Holding History

M&G 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 Q4	$5.42M	Sell	37,879 -145	-0.4%	-$17.5K	0.02%	284
2023 Q3	$4.11M	Sell	38,024 -10,487	-22%	-$1.23M	0.02%	298
2023 Q2	$5.58M	Buy	48,511 +45,601	+1,567%	+$4.97M	0.02%	281
2023 Q1	$326K	Sell	2,910 -347	-11%	-$41.4K	﹤0.01%	354
2022 Q4	$381K	Buy	+3,257	New	+$362K	﹤0.01%	373
2022 Q3	–	Sell	-2,930	Closed	-$278	–	465
2022 Q2	$278	Sell	2,930 -431	-13%	-$49.4K	﹤0.01%	412
2022 Q1	$444	Buy	3,361 +956	+40%	+$136K	﹤0.01%	398
2021 Q4	$385	Sell	2,405 -92,787	-97%	-$14.2M	﹤0.01%	424
2021 Q3	$12.4K	Sell	95,192 -26,743	-22%	-$3.48M	0.03%	251
2021 Q2	$15.9K	Buy	+121,935	New	+$15.2M	0.04%	216
2020 Q1	–	Sell	-1,693	Closed	-$252K	–	446
2019 Q4	$252K	Buy	+1,693	New	+$254K	﹤0.01%	404

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M&G Investment Management's SPG Position: Q4 2023 in Review

M&G Investment Management reduced its Simon Property Group (SPG) stake by 0.38% in Q4 2023, selling an estimated $17.5K and leaving 37,879 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #284.

M&G Investment Management first reported a position in SPG in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.58M in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

M&G Investment Management held 37,879 shares of Simon Property Group worth $5.42M as of Q4 2023.
M&G Investment Management sold 145 Simon Property Group shares in Q4 2023, an estimated $17.5K.
Simon Property Group made up 0.02% of M&G Investment Management's portfolio in Q4 2023, its #284 holding.
M&G Investment Management first reported a position in Simon Property Group in Q4 2019 and has held it in 11 quarters since.
M&G Investment Management's Simon Property Group position peaked at $5.58M in Q2 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.