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Personal Capital Advisors’s Simon Property Group SPG Stock Holding History

Personal Capital Advisors’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 		$228K Buy
+1,945
New +$216K ﹤0.01% 437
2022
Q2 		– Sell
-1,663
Closed -$219K – 482
2022
Q1 		$219K Buy
+1,663
New +$237K ﹤0.01% 462

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's SPG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Simon Property Group (SPG) in Q4 2022: 1,945 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SPG as recently as Q1 2022.

Personal Capital Advisors first reported a position in SPG in Q1 2022 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Personal Capital Advisors held 1,945 shares of Simon Property Group worth $228K as of Q4 2022.
  • Simon Property Group was a new Personal Capital Advisors position in Q4 2022.
  • Simon Property Group made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #437 holding.
  • Personal Capital Advisors first reported a position in Simon Property Group in Q1 2022 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.