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MBL Wealth’s Simon Property Group SPG Stock Holding History

MBL Wealth’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
-5,193
Closed -$788K – 217
2024
Q2 		$788K Sell
5,193
-2,033
-28% -$299K 0.09% 102
2024
Q1 		$1.13M Sell
7,226
-2,985
-29% -$438K 0.13% 77
2023
Q4 		$1.46M Buy
10,211
+110
+1% +$13.3K 0.18% 65
2023
Q3 		$1.09M Buy
10,101
+20
+0.2% +$2.34K 0.15% 67
2023
Q2 		$1.16M Sell
10,081
-20
-0.2% -$2.18K 0.16% 65
2023
Q1 		$1.13M Buy
10,101
+103
+1% +$12.3K 0.18% 61
2022
Q4 		$1.18M Hold
9,998
– – 0.22% 61
2022
Q3 		$897K Buy
+9,998
New +$1.02M 0.19% 70
2022
Q2 		– Sell
-2,240
Closed -$295K – 171
2022
Q1 		$295K Buy
+2,240
New +$319K 0.07% 134

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MBL Wealth's SPG Position: Q3 2024 in Review

MBL Wealth sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 5,193 shares — an estimated $788K sold.

MBL Wealth first reported a position in SPG in Q1 2022 and held it in 9 quarters. The position peaked at $1.46M in Q4 2023. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • MBL Wealth reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
  • MBL Wealth sold 5,193 Simon Property Group shares in Q3 2024, an estimated $788K.
  • MBL Wealth first reported a position in Simon Property Group in Q1 2022 and held it in 9 quarters.
  • MBL Wealth's Simon Property Group position peaked at $1.46M in Q4 2023.
  • 1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on MBL Wealth's 13F filing for Q3 2024, filed 8 Jan 2025.