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Meridian Wealth Partners’s Simon Property Group SPG Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-465
Closed -$53K – 1083
2021
Q1 		$53K Buy
465
+115
+33% +$12K 0.02% 153
2020
Q4 		$30K Sell
350
-150
-30% -$11.5K 0.01% 174
2020
Q3 		$32K Hold
500
– – 0.02% 158
2020
Q2 		$34K Buy
+500
New +$31.4K 0.02% 154
2020
Q1 		– Sell
-350
Closed -$52K – 215
2019
Q4 		$52K Buy
+350
New +$52.5K 0.03% 133

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Partners's SPG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 465 shares — an estimated $53K sold.

Meridian Wealth Partners first reported a position in SPG in Q4 2019 and held it in 5 quarters. The position peaked at $53K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 465 Simon Property Group shares in Q2 2021, an estimated $53K.
  • Meridian Wealth Partners first reported a position in Simon Property Group in Q4 2019 and held it in 5 quarters.
  • Meridian Wealth Partners's Simon Property Group position peaked at $53K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.