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McClarren Financial Advisors’s Simon Property Group SPG Stock Holding History

McClarren Financial Advisors’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
Q4 		– Sell
-203
Closed -$18K – 460
2022
Q3 		$18K Buy
+203
New +$20.8K 0.02% 201

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McClarren Financial Advisors's SPG Position: Q4 2022 in Review

McClarren Financial Advisors sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 203 shares — an estimated $18K sold.

McClarren Financial Advisors first reported a position in SPG in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • McClarren Financial Advisors reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 203 Simon Property Group shares in Q4 2022, an estimated $18K.
  • McClarren Financial Advisors first reported a position in Simon Property Group in Q3 2022 and held it in 1 quarter.
  • McClarren Financial Advisors's Simon Property Group position peaked at $18K in Q3 2022.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on McClarren Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.