Moisand Fitzgerald Tamayo’s Simon Property Group SPG Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-9	Closed	-$973	–	806
2023 Q3	$973	Hold	9	–	–	﹤0.01%	663
2023 Q2	$1.04K	Hold	9	–	–	﹤0.01%	648
2023 Q1	$1.01K	Hold	9	–	–	﹤0.01%	688
2022 Q4	$1.06K	Buy	+9	New	+$1K	﹤0.01%	656
2022 Q3	–	Sell	-3	Closed	–	–	859
2022 Q2	$0	Sell	3 -4	-57%	-$458	﹤0.01%	673
2022 Q1	$1K	Buy	+7	New	+$997	﹤0.01%	490
2018 Q1	–	Hold	0	–	–	–	183

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's SPG Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 9 shares — an estimated $973 sold.

Moisand Fitzgerald Tamayo first reported a position in SPG in Q1 2022 and held it in 6 quarters. The position peaked at $1.06K in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 9 Simon Property Group shares in Q4 2023, an estimated $973.
Moisand Fitzgerald Tamayo first reported a position in Simon Property Group in Q1 2022 and held it in 6 quarters.
Moisand Fitzgerald Tamayo's Simon Property Group position peaked at $1.06K in Q4 2022.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.