Meitav Investment House’s Simon Property Group SPG Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-14,732	Closed	-$2.11M	–	341
2023 Q4	$2.11M	Buy	14,732 +3,174	+27%	+$384K	0.03%	149
2023 Q3	$1.25M	Hold	11,558	–	–	0.02%	190
2023 Q2	$1.31M	Sell	11,558 -130	-1%	-$14.2K	0.02%	201
2023 Q1	$1.25M	Hold	11,688	–	–	0.02%	208
2022 Q4	$1.35M	Hold	11,688	–	–	0.02%	215
2022 Q3	$1.07M	Hold	11,688	–	–	0.02%	229
2022 Q2	$1.13M	Sell	11,688 -4,973	-30%	-$570K	0.02%	224
2022 Q1	$2.22M	Sell	16,661 -16,558	-50%	-$2.36M	0.03%	208
2021 Q4	$5.29M	Buy	33,219 +20,253	+156%	+$3.09M	0.09%	159
2021 Q3	$1.72M	Sell	12,966 -102,974	-89%	-$13.4M	0.03%	212
2021 Q2	$15.1M	Buy	115,940 +91,429	+373%	+$11.4M	0.39%	71
2021 Q1	$2.81M	Sell	24,511 -789	-3%	-$82.3K	0.08%	145
2020 Q4	$2.13M	Buy	25,300 +2,235	+10%	+$171K	0.08%	124
2020 Q3	$1.48M	Sell	23,065 -110,011	-83%	-$7.21M	0.07%	127
2020 Q2	$9.1M	Buy	+133,076	New	+$8.35M	0.54%	61

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meitav Investment House's SPG Position: Q1 2024 in Review

Meitav Investment House sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 14,732 shares — an estimated $2.11M sold.

Meitav Investment House first reported a position in SPG in Q2 2020 and held it in 15 quarters. The position peaked at $15.1M in Q2 2021. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Meitav Investment House reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 14,732 Simon Property Group shares in Q1 2024, an estimated $2.11M.
Meitav Investment House first reported a position in Simon Property Group in Q2 2020 and held it in 15 quarters.
Meitav Investment House's Simon Property Group position peaked at $15.1M in Q2 2021.
1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.