Renasant Bank’s Simon Property Group SPG Stock Holding History

Renasant Bank’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
2023 Q3	–	Sell	-2,528	Closed	-$292K	–	196
2023 Q2	$292K	Sell	2,528 -3,454	-58%	-$376K	0.24%	131
2023 Q1	$670K	Sell	5,982 -462	-7%	-$55.2K	0.52%	65
2022 Q4	$757K	Buy	6,444 +711	+12%	+$79K	0.57%	53
2022 Q3	$515K	Sell	5,733 -468	-8%	-$47.9K	0.45%	72
2022 Q2	$589K	Sell	6,201 -91	-1%	-$10.4K	0.48%	67
2022 Q1	$827K	Buy	6,292 +635	+11%	+$90.5K	0.56%	50
2021 Q4	$904K	Buy	5,657 +858	+18%	+$131K	0.62%	42
2021 Q3	$624K	Sell	4,799 -179	-4%	-$23.3K	0.49%	63
2021 Q2	$650K	Buy	4,978 +234	+5%	+$29.1K	0.49%	66
2021 Q1	$540K	Buy	+4,744	New	+$495K	0.43%	73

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renasant Bank's SPG Position: Q3 2023 in Review

Renasant Bank sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 2,528 shares — an estimated $292K sold.

Renasant Bank first reported a position in SPG in Q1 2021 and held it in 10 quarters. The position peaked at $904K in Q4 2021. 983 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Renasant Bank reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Renasant Bank sold 2,528 Simon Property Group shares in Q3 2023, an estimated $292K.
Renasant Bank first reported a position in Simon Property Group in Q1 2021 and held it in 10 quarters.
Renasant Bank's Simon Property Group position peaked at $904K in Q4 2021.
983 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Renasant Bank's 13F filing for Q3 2023, filed 1 Nov 2023.