Oliver Lagore Vanvalin Investment Group’s Simon Property Group SPG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2022 Q4	–	Sell	-6	Closed	-$1K	–	758
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	611
2022 Q2	$1K	Buy	+6	New	+$688	﹤0.01%	586

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPG Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SPG in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Oliver Lagore Vanvalin Investment Group reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 6 Simon Property Group shares in Q4 2022, an estimated $1K.
Oliver Lagore Vanvalin Investment Group first reported a position in Simon Property Group in Q2 2022 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's Simon Property Group position peaked at $1K in Q3 2022.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.