My Personal CFO LLC’s Simon Property Group SPG Stock Holding History

My Personal CFO LLC’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	-42	Closed	-$4.93K	–	705
2022 Q4	$4.93K	Buy	+42	New	+$4.67K	﹤0.01%	367

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

My Personal CFO LLC's SPG Position: Q1 2023 in Review

My Personal CFO LLC sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 42 shares — an estimated $4.93K sold.

My Personal CFO LLC first reported a position in SPG in Q4 2022 and held it in 1 quarter. The position peaked at $4.93K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

My Personal CFO LLC reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 42 Simon Property Group shares in Q1 2023, an estimated $4.93K.
My Personal CFO LLC first reported a position in Simon Property Group in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Simon Property Group position peaked at $4.93K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.