M Holdings Securities’s Simon Property Group SPG Stock Holding History

M Holdings Securities’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	-3,365	Closed	-$389K	–	287
2023 Q2	$389K	Sell	3,365 -4,618	-58%	-$503K	0.08%	129
2023 Q1	$894K	Sell	7,983 -488	-6%	-$58.3K	0.09%	169
2022 Q4	$995K	Buy	8,471 +3,435	+68%	+$382K	0.1%	158
2022 Q3	$452K	Buy	5,036 +2,121	+73%	+$217K	0.05%	260
2022 Q2	$277K	Sell	2,915 -99	-3%	-$11.3K	0.03%	355
2022 Q1	$397K	Buy	+3,014	New	+$429K	0.03%	340
2016 Q4	–	Sell	-978	Closed	-$202K	–	271
2016 Q3	$202K	Buy	+978	New	+$212K	0.09%	242
2014 Q4	–	Sell	-7,500	Closed	-$75K	–	396
2014 Q3	$75K	Buy	+7,500	New	+$1.26M	0.04%	333

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

M Holdings Securities's SPG Position: Q3 2023 in Review

M Holdings Securities sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 3,365 shares — an estimated $389K sold.

M Holdings Securities first reported a position in SPG in Q3 2014 and held it in 8 quarters. The position peaked at $995K in Q4 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

M Holdings Securities reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
M Holdings Securities sold 3,365 Simon Property Group shares in Q3 2023, an estimated $389K.
M Holdings Securities first reported a position in Simon Property Group in Q3 2014 and held it in 8 quarters.
M Holdings Securities's Simon Property Group position peaked at $995K in Q4 2022.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on M Holdings Securities's 13F filing for Q3 2023, filed 14 Feb 2024.