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Mine & Arao Wealth Creation & Management’s Simon Property Group SPG Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-241
Closed -$37.7K – 312
2024
Q1 		$37.7K Buy
241
+5
+2% +$733 0.02% 158
2023
Q4 		$33.7K Buy
236
+4
+2% +$483 0.02% 159
2023
Q3 		$25.1K Buy
232
+4
+2% +$468 0.02% 171
2023
Q2 		$26.4K Sell
228
-95
-29% -$10.3K 0.02% 175
2023
Q1 		$36.2K Buy
323
+5
+2% +$597 0.02% 157
2022
Q4 		$37.4K Buy
318
+6
+2% +$667 0.03% 149
2022
Q3 		$28K Buy
312
+5
+2% +$511 0.02% 159
2022
Q2 		$29K Buy
307
+4
+1% +$458 0.02% 168
2022
Q1 		$40K Buy
303
+3
+1% +$427 0.02% 160
2021
Q4 		$48K Sell
300
-56
-16% -$8.55K 0.03% 149
2021
Q3 		$46K Hold
356
– – 0.03% 147
2021
Q2 		$46K Hold
356
– – 0.03% 149
2021
Q1 		$41K Hold
356
– – 0.03% 146
2020
Q4 		$30K Hold
356
– – 0.02% 155
2020
Q3 		$23K Sell
356
-250
-41% -$16.4K 0.02% 158
2020
Q2 		$41K Hold
606
– – 0.04% 123
2020
Q1 		$33K Hold
606
– – 0.04% 127
2019
Q4 		$90K Buy
+606
New +$90.9K 0.08% 91

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SPG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 241 shares — an estimated $37.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in SPG in Q4 2019 and held it in 18 quarters. The position peaked at $90K in Q4 2019. 1,102 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 241 Simon Property Group shares in Q2 2024, an estimated $37.7K.
  • Mine & Arao Wealth Creation & Management first reported a position in Simon Property Group in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's Simon Property Group position peaked at $90K in Q4 2019.
  • 1,102 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.