My Legacy Advisors’s Simon Property Group SPG Stock Holding History

My Legacy Advisors’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 Q3	–	Sell	-1,850	Closed	-$225K	–	219
2023 Q2	$225K	Buy	1,850 +20	+1%	+$2.18K	0.09%	200
2023 Q1	$201K	Buy	1,830 +91	+5%	+$10.9K	0.09%	203
2022 Q4	$226K	Buy	+1,739	New	+$193K	0.1%	197
2022 Q2	–	Sell	-1,529	Closed	-$201K	–	210
2022 Q1	$201K	Buy	+1,529	New	+$218K	0.09%	179

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

My Legacy Advisors's SPG Position: Q3 2023 in Review

My Legacy Advisors sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 1,850 shares — an estimated $225K sold.

My Legacy Advisors first reported a position in SPG in Q1 2022 and held it in 4 quarters. The position peaked at $226K in Q4 2022. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

My Legacy Advisors reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
My Legacy Advisors sold 1,850 Simon Property Group shares in Q3 2023, an estimated $225K.
My Legacy Advisors first reported a position in Simon Property Group in Q1 2022 and held it in 4 quarters.
My Legacy Advisors's Simon Property Group position peaked at $226K in Q4 2022.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.