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Minot Wealth Management’s Simon Property Group SPG Stock Holding History

Minot Wealth 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
2022
Q2 		– Sell
-2,028
Closed -$267K – 211
2022
Q1 		$267K Sell
2,028
-95
-4% -$13.5K 0.06% 167
2021
Q4 		$339K Buy
2,123
+84
+4% +$12.8K 0.07% 153
2021
Q3 		$265K Buy
+2,039
New +$265K 0.06% 169

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Minot Wealth Management's SPG Position: Q2 2022 in Review

Minot Wealth Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 2,028 shares — an estimated $267K sold.

Minot Wealth Management first reported a position in SPG in Q3 2021 and held it in 3 quarters. The position peaked at $339K in Q4 2021. 939 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Minot Wealth Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 2,028 Simon Property Group shares in Q2 2022, an estimated $267K.
  • Minot Wealth Management first reported a position in Simon Property Group in Q3 2021 and held it in 3 quarters.
  • Minot Wealth Management's Simon Property Group position peaked at $339K in Q4 2021.
  • 939 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.