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Moloney Securities Asset Management’s Simon Property Group SPG Stock Holding History

Moloney Securities Asset 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
Q3 		– Sell
-7,581
Closed -$720K – 395
2022
Q2 		$720K Sell
7,581
-210
-3% -$24.1K 0.17% 166
2022
Q1 		$1.02M Buy
7,791
+853
+12% +$122K 0.2% 133
2021
Q4 		$1.11M Buy
6,938
+1,464
+27% +$223K 0.19% 133
2021
Q3 		$711K Sell
5,474
-560
-9% -$72.9K 0.13% 196
2021
Q2 		$787K Buy
6,034
+195
+3% +$24.2K 0.14% 185
2021
Q1 		$664K Sell
5,839
-201
-3% -$21K 0.13% 186
2020
Q4 		$515K Buy
+6,040
New +$461K 0.11% 201
2020
Q1 		– Sell
-7,717
Closed -$1.15M – 346
2019
Q4 		$1.15M Buy
7,717
+2,416
+46% +$362K 0.36% 88
2019
Q3 		$825K Buy
5,301
+28
+0.5% +$4.35K 0.28% 108
2019
Q2 		$842K Buy
5,273
+251
+5% +$43.2K 0.28% 109
2019
Q1 		$915K Buy
5,022
+100
+2% +$17.8K 0.32% 99
2018
Q4 		$827K Buy
4,922
+204
+4% +$36.5K 0.34% 94
2018
Q3 		$834K Buy
4,718
+44
+0.9% +$7.78K 0.29% 102
2018
Q2 		$795K Buy
4,674
+175
+4% +$27.8K 0.3% 104
2018
Q1 		$694K Buy
4,499
+84
+2% +$13.4K 0.28% 116
2017
Q4 		$758K Buy
4,415
+414
+10% +$67.2K 0.32% 104
2017
Q3 		$644K Buy
4,001
+4
+0.1% +$639 0.29% 105
2017
Q2 		$647K Buy
3,997
+365
+10% +$59.4K 0.32% 94
2017
Q1 		$625K Buy
3,632
+323
+10% +$57.7K 0.32% 98
2016
Q4 		$588K Buy
+3,309
New +$614K 0.36% 86

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moloney Securities Asset Management's SPG Position: Q3 2022 in Review

Moloney Securities Asset Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 7,581 shares — an estimated $720K sold.

Moloney Securities Asset Management first reported a position in SPG in Q4 2016 and held it in 20 quarters. The position peaked at $1.15M in Q4 2019. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

  • Moloney Securities Asset Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
  • Moloney Securities Asset Management sold 7,581 Simon Property Group shares in Q3 2022, an estimated $720K.
  • Moloney Securities Asset Management first reported a position in Simon Property Group in Q4 2016 and held it in 20 quarters.
  • Moloney Securities Asset Management's Simon Property Group position peaked at $1.15M in Q4 2019.
  • 920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Moloney Securities Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.