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

Madison 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
2023 Q3	$1.7M	Hold	15,720	–	–	0.36%	78
2023 Q2	$1.82M	Buy	15,720 +45	+0.3%	+$4.9K	0.37%	76
2023 Q1	$1.76M	Buy	15,675 +415	+3%	+$49.6K	0.38%	77
2022 Q4	$1.79M	Buy	15,260 +3,900	+34%	+$433K	0.41%	75
2022 Q3	$1.02M	Buy	11,360 +4,155	+58%	+$425K	0.25%	84
2022 Q2	$684K	Buy	7,205 +1,500	+26%	+$172K	0.17%	101
2022 Q1	$751K	Hold	5,705	–	–	0.16%	103
2021 Q4	$911K	Sell	5,705 -65	-1%	-$9.92K	0.18%	90
2021 Q3	$750K	Sell	5,770 -11,035	-66%	-$1.44M	0.16%	95
2021 Q2	$2.19M	Hold	16,805	–	–	0.48%	55
2021 Q1	$1.91M	Buy	16,805 +40	+0.2%	+$4.17K	0.47%	56
2020 Q4	$1.43M	Buy	16,765 +6,720	+67%	+$513K	0.38%	57
2020 Q3	$650K	Buy	+10,045	New	+$659K	0.19%	84

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 $51.1B AUM 35.55% 1-Year Est. Return

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

Madison Wealth Management's SPG Position: Q3 2023 in Review

Madison Wealth Management held its Simon Property Group (SPG) position steady in Q3 2023 at 15,720 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #78.

Madison Wealth Management first reported a position in SPG in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.19M in Q2 2021. 983 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Madison Wealth Management held 15,720 shares of Simon Property Group worth $1.7M as of Q3 2023.
Madison Wealth Management left its Simon Property Group share count unchanged in Q3 2023.
Simon Property Group made up 0.36% of Madison Wealth Management's portfolio in Q3 2023, its #78 holding.
Madison Wealth Management first reported a position in Simon Property Group in Q3 2020 and has held it in 13 quarters since.
Madison Wealth Management's Simon Property Group position peaked at $2.19M in Q2 2021.
983 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.