McCarthy Asset Management’s Simon Property Group SPG Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-134	Closed	-$18K	–	250
2022 Q1	$18K	Buy	134 +1	+0.8%	+$142	0.01%	146
2021 Q4	$21K	Sell	133 -14	-10%	-$2.14K	0.01%	140
2021 Q3	$19K	Sell	147 -14	-9%	-$1.82K	0.01%	146
2021 Q2	$21K	Buy	161 +2	+1%	+$249	0.01%	160
2021 Q1	$18K	Buy	+159	New	+$16.6K	0.01%	157

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCarthy Asset Management's SPG Position: Q2 2022 in Review

McCarthy Asset Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 134 shares — an estimated $18K sold.

McCarthy Asset Management first reported a position in SPG in Q1 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

McCarthy Asset Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 134 Simon Property Group shares in Q2 2022, an estimated $18K.
McCarthy Asset Management first reported a position in Simon Property Group in Q1 2021 and held it in 5 quarters.
McCarthy Asset Management's Simon Property Group position peaked at $21K in Q4 2021.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.