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MPS Loria Financial Planners’s Simon Property Group SPG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-13
Closed -$1K – 494
2021
Q1 		$1K Hold
13
– – ﹤0.01% 533
2020
Q4 		$1K Buy
+13
New +$993 ﹤0.01% 580

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's SPG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in SPG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 13 Simon Property Group shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Simon Property Group in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Simon Property Group position peaked at $1K in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.