Mirabella Financial Services’s Simon Property Group SPG Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-2,315	Closed	-$259K	–	642
2023 Q1	$259K	Buy	+2,315	New	+$276K	0.04%	303
2020 Q3	–	Sell	-35,301	Closed	-$2.41M	–	425
2020 Q2	$2.41M	Buy	+35,301	New	+$2.21M	0.58%	36

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirabella Financial Services's SPG Position: Q2 2023 in Review

Mirabella Financial Services sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 2,315 shares — an estimated $259K sold.

Mirabella Financial Services first reported a position in SPG in Q2 2020 and held it in 2 quarters. The position peaked at $2.41M in Q2 2020. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Mirabella Financial Services reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Mirabella Financial Services sold 2,315 Simon Property Group shares in Q2 2023, an estimated $259K.
Mirabella Financial Services first reported a position in Simon Property Group in Q2 2020 and held it in 2 quarters.
Mirabella Financial Services's Simon Property Group position peaked at $2.41M in Q2 2020.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.