Planned Solutions’s Simon Property Group SPG Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-100	Closed	-$9K	–	355
2020 Q4	$9K	Buy	+100	New	+$7.64K	0.01%	336

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Planned Solutions's SPG Position: Q1 2021 in Review

Planned Solutions sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 100 shares — an estimated $9K sold.

Planned Solutions first reported a position in SPG in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

Planned Solutions reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 100 Simon Property Group shares in Q1 2021, an estimated $9K.
Planned Solutions first reported a position in Simon Property Group in Q4 2020 and held it in 1 quarter.
Planned Solutions's Simon Property Group position peaked at $9K in Q4 2020.
846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.