Miller Value Partners’s Simon Property Group SPG Stock Holding History

Miller Value 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
2023 Q1	–	Sell	-29,000	Closed	-$3.41M	–	98
2022 Q4	$3.41M	Hold	29,000	–	–	0.22%	52
2022 Q3	$2.6M	Hold	29,000	–	–	0.16%	57
2022 Q2	$2.75M	Buy	+29,000	New	+$3.32M	0.14%	58

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Miller Value Partners's SPG Position: Q1 2023 in Review

Miller Value Partners sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 29,000 shares — an estimated $3.41M sold.

Miller Value Partners first reported a position in SPG in Q2 2022 and held it in 3 quarters. The position peaked at $3.41M in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Miller Value Partners reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Miller Value Partners sold 29,000 Simon Property Group shares in Q1 2023, an estimated $3.41M.
Miller Value Partners first reported a position in Simon Property Group in Q2 2022 and held it in 3 quarters.
Miller Value Partners's Simon Property Group position peaked at $3.41M in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Miller Value Partners's 13F filing for Q1 2023, filed 15 May 2023.