Money Concepts Capital’s Simon Property Group SPG Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,569	Closed	-$184K	–	2547
2022 Q4	$184K	Buy	1,569 +1,094	+230%	+$122K	0.01%	718
2022 Q3	$43K	Buy	475 +43	+10%	+$4.4K	﹤0.01%	749
2022 Q2	$41K	Sell	432 -525	-55%	-$60.2K	﹤0.01%	738
2022 Q1	$126K	Buy	+957	New	+$136K	0.01%	912

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Money Concepts Capital's SPG Position: Q1 2023 in Review

Money Concepts Capital sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 1,569 shares — an estimated $184K sold.

Money Concepts Capital first reported a position in SPG in Q1 2022 and held it in 4 quarters. The position peaked at $184K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Money Concepts Capital reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,569 Simon Property Group shares in Q1 2023, an estimated $184K.
Money Concepts Capital first reported a position in Simon Property Group in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Simon Property Group position peaked at $184K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.