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Planning Capital Management Corporation’s Simon Property Group SPG Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-16
Closed -$2.43K – 894
2024
Q2 		$2.43K Hold
16
– – ﹤0.01% 521
2024
Q1 		$2.5K Hold
16
– – ﹤0.01% 544
2023
Q4 		$2.28K Buy
+16
New +$1.93K ﹤0.01% 552

Other funds holding SPG

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's SPG Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 16 shares — an estimated $2.43K sold.

Planning Capital Management Corporation first reported a position in SPG in Q4 2023 and held it in 3 quarters. The position peaked at $2.5K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 16 Simon Property Group shares in Q3 2024, an estimated $2.43K.
  • Planning Capital Management Corporation first reported a position in Simon Property Group in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Simon Property Group position peaked at $2.5K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.