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Meristem Family Wealth’s Simon Property Group SPG Stock Holding History

Meristem Family 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
2022
Q1 		$395K Sell
3,002
-245
-8% -$34.9K 0.04% 220
2021
Q4 		$519K Buy
3,247
+287
+10% +$43.8K 0.04% 219
2021
Q3 		$385K Buy
2,960
+10
+0.3% +$1.3K 0.04% 264
2021
Q2 		$385K Buy
+2,950
New +$367K 0.06% 207

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meristem Family Wealth's SPG Position: Q1 2022 in Review

Meristem Family Wealth reduced its Simon Property Group (SPG) stake by 7.5% in Q1 2022, selling an estimated $34.9K and leaving 3,002 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #220.

Meristem Family Wealth first reported a position in SPG in Q2 2021 and has held it in 4 quarters since. The position peaked at $519K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Meristem Family Wealth held 3,002 shares of Simon Property Group worth $395K as of Q1 2022.
  • Meristem Family Wealth sold 245 Simon Property Group shares in Q1 2022, an estimated $34.9K.
  • Simon Property Group made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #220 holding.
  • Meristem Family Wealth first reported a position in Simon Property Group in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's Simon Property Group position peaked at $519K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.