Northwest Investment Counselors’s Simon Property Group SPG Stock Holding History

Northwest Investment Counselors’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	$9.46K	Buy	+56	New	+$8.87K	﹤0.01%	434
2024 Q2	–	Sell	-56	Closed	-$8.76K	–	448
2024 Q1	$8.76K	Buy	+56	New	+$8.21K	﹤0.01%	388
2023 Q4	–	Sell	-56	Closed	-$6.05K	–	471
2023 Q3	$6.05K	Hold	56	–	–	﹤0.01%	421
2023 Q2	$6.47K	Hold	56	–	–	﹤0.01%	427
2023 Q1	$6.27K	Hold	56	–	–	﹤0.01%	439
2022 Q4	$6.58K	Hold	56	–	–	﹤0.01%	440
2022 Q3	$5K	Hold	56	–	–	﹤0.01%	437
2022 Q2	$5K	Hold	56	–	–	﹤0.01%	438
2022 Q1	$7K	Hold	56	–	–	﹤0.01%	439
2021 Q4	$9K	Buy	+56	New	+$8.55K	﹤0.01%	373
2021 Q2	–	Sell	-56	Closed	-$6K	–	395
2021 Q1	$6K	Buy	+56	New	+$5.84K	﹤0.01%	424
2020 Q4	–	Sell	-56	Closed	-$4K	–	390
2020 Q3	$4K	Buy	+56	New	+$3.67K	﹤0.01%	423
2019 Q4	–	Sell	-56	Closed	-$9K	–	445
2019 Q3	$9K	Buy	+56	New	+$8.71K	﹤0.01%	365

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Investment Counselors's SPG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Simon Property Group (SPG) in Q3 2024: 56 shares worth $9.46K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SPG as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SPG in Q3 2019 and has held it in 13 quarters since. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Northwest Investment Counselors held 56 shares of Simon Property Group worth $9.46K as of Q3 2024.
Simon Property Group was a new Northwest Investment Counselors position in Q3 2024.
Simon Property Group made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #434 holding.
Northwest Investment Counselors first reported a position in Simon Property Group in Q3 2019 and has held it in 13 quarters since.
1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.