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New Potomac Partners’s Simon Property Group SPG Stock Holding History

New Potomac Partners’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
2024
Q3 		$3.57M Sell
21,128
-2,984
-12% -$472K 1.83% 20
2024
Q2 		$3.66M Sell
24,112
-183
-0.8% -$27K 2% 16
2024
Q1 		$3.8M Buy
24,295
+920
+4% +$135K 2.11% 13
2023
Q4 		$3.33M Buy
23,375
+6,482
+38% +$784K 1.98% 15
2023
Q3 		$1.82M Buy
16,893
+87
+0.5% +$10.2K 1.26% 36
2023
Q2 		$1.94M Buy
16,806
+1,466
+10% +$160K 1.28% 36
2023
Q1 		$1.72M Buy
15,340
+543
+4% +$64.8K 1.19% 41
2022
Q4 		$1.74M Sell
14,797
-8,831
-37% -$981K 1.29% 39
2022
Q3 		$2.12M Buy
23,628
+9,455
+67% +$967K 1.79% 22
2022
Q2 		$1.34M Buy
14,173
+200
+1% +$22.9K 1.08% 41
2022
Q1 		$1.84M Buy
13,973
+163
+1% +$23.2K 1.29% 35
2021
Q4 		$2.21M Buy
+13,810
New +$2.11M 1.43% 31
2020
Q4 		– Sell
-50
Closed -$3K – 111
2020
Q3 		$3K Hold
50
– – ﹤0.01% 127
2020
Q2 		$3K Hold
50
– – ﹤0.01% 131
2020
Q1 		$3K Hold
50
– – ﹤0.01% 133
2019
Q4 		$7K Hold
50
– – 0.01% 132
2019
Q3 		$8K Hold
50
– – 0.01% 134
2019
Q2 		$8K Hold
50
– – 0.01% 133
2019
Q1 		$9K Hold
50
– – 0.01% 130
2018
Q4 		$8K Sell
50
-100
-67% -$17.9K 0.01% 145
2018
Q3 		$27K Hold
150
– – 0.03% 119
2018
Q2 		$26K Hold
150
– – 0.03% 119
2018
Q1 		$23K Sell
150
-792
-84% -$126K 0.02% 120
2017
Q4 		$162K Buy
+942
New +$153K 0.15% 68

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Potomac Partners's SPG Position: Q3 2024 in Review

New Potomac Partners reduced its Simon Property Group (SPG) stake by 12% in Q3 2024, selling an estimated $472K and leaving 21,128 shares worth $3.57M. The position accounts for 1.83% of the portfolio, ranked #20.

New Potomac Partners first reported a position in SPG in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.8M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • New Potomac Partners held 21,128 shares of Simon Property Group worth $3.57M as of Q3 2024.
  • New Potomac Partners sold 2,984 Simon Property Group shares in Q3 2024, an estimated $472K.
  • Simon Property Group made up 1.83% of New Potomac Partners's portfolio in Q3 2024, its #20 holding.
  • New Potomac Partners first reported a position in Simon Property Group in Q4 2017 and has held it in 24 quarters since.
  • New Potomac Partners's Simon Property Group position peaked at $3.8M in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.