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Peak Asset Management’s Simon Property Group SPG Stock Holding History

Peak Asset Management’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
Q1 		– Sell
-15,644
Closed -$2.23M – 150
2023
Q4 		$2.23M Buy
15,644
+26
+0.2% +$3.14K 0.49% 46
2023
Q3 		$1.69M Buy
15,618
+86
+0.6% +$10.1K 0.41% 60
2023
Q2 		$1.79M Sell
15,532
-840
-5% -$91.5K 0.41% 55
2023
Q1 		$1.83M Buy
16,372
+306
+2% +$36.5K 0.45% 49
2022
Q4 		$1.89M Buy
16,066
+89
+0.6% +$9.89K 0.49% 44
2022
Q3 		$1.43M Buy
15,977
+1,865
+13% +$191K 0.41% 54
2022
Q2 		$1.34M Buy
14,112
+1,175
+9% +$135K 0.37% 57
2022
Q1 		$1.7M Buy
12,937
+922
+8% +$131K 0.4% 49
2021
Q4 		$1.92M Sell
12,015
-57
-0.5% -$8.7K 0.44% 44
2021
Q3 		$1.57M Buy
12,072
+116
+1% +$15.1K 0.39% 47
2021
Q2 		$1.56M Buy
11,956
+1,437
+14% +$179K 0.39% 45
2021
Q1 		$1.2M Buy
10,519
+4,269
+68% +$445K 0.29% 63
2020
Q4 		$533K Buy
+6,250
New +$477K 0.14% 90

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Peak Asset Management's SPG Position: Q1 2024 in Review

Peak Asset Management sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 15,644 shares — an estimated $2.23M sold.

Peak Asset Management first reported a position in SPG in Q4 2020 and held it in 13 quarters. The position peaked at $2.23M in Q4 2023. 1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Peak Asset Management reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Peak Asset Management sold 15,644 Simon Property Group shares in Q1 2024, an estimated $2.23M.
  • Peak Asset Management first reported a position in Simon Property Group in Q4 2020 and held it in 13 quarters.
  • Peak Asset Management's Simon Property Group position peaked at $2.23M in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Peak Asset Management's 13F filing for Q1 2024, filed 10 May 2024.