Mid Atlantic Financial Management’s Simon Property Group SPG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$770K	Buy	5,924 +795	+16%	+$103K	0.05%	327
2021 Q2	$669K	Sell	5,129 -128	-2%	-$15.9K	0.05%	377
2021 Q1	$598K	Buy	5,257 +1,575	+43%	+$164K	0.04%	379
2020 Q4	$314K	Buy	3,682 +600	+19%	+$45.8K	0.02%	557
2020 Q3	$244K	Sell	3,082 -610	-17%	-$40K	0.02%	598
2020 Q2	$252K	Buy	+3,692	New	+$232K	0.02%	550
2020 Q1	–	Sell	-1,932	Closed	-$288K	–	764
2019 Q4	$288K	Buy	+1,932	New	+$290K	0.03%	538
2019 Q3	–	Sell	-2,152	Closed	-$344K	–	756
2019 Q2	$344K	Buy	2,152 +33	+2%	+$5.68K	0.04%	478
2019 Q1	$386K	Buy	+2,119	New	+$377K	0.04%	434

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Mid Atlantic Financial Management's SPG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Simon Property Group (SPG) stake by 16% in Q3 2021, buying an estimated $103K and bringing the position to 5,924 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #327.

Mid Atlantic Financial Management first reported a position in SPG in Q1 2019 and has held it in 9 quarters since. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

Mid Atlantic Financial Management held 5,924 shares of Simon Property Group worth $770K as of Q3 2021.
Mid Atlantic Financial Management bought 795 Simon Property Group shares in Q3 2021, an estimated $103K.
Simon Property Group made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #327 holding.
Mid Atlantic Financial Management first reported a position in Simon Property Group in Q1 2019 and has held it in 9 quarters since.
916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.