Rockbridge Investment Management’s Simon Property Group SPG Stock Holding History

Rockbridge Investment 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	-668	Closed	-$95.3K	–	538
2023 Q4	$95.3K	Buy	+668	New	+$80.7K	0.01%	180
2021 Q3	–	Sell	-69	Closed	-$9K	–	762
2021 Q2	$9K	Buy	+69	New	+$8.58K	﹤0.01%	550

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Investment Management's SPG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 668 shares — an estimated $95.3K sold.

Rockbridge Investment Management first reported a position in SPG in Q2 2021 and held it in 2 quarters. The position peaked at $95.3K in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Rockbridge Investment Management reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 668 Simon Property Group shares in Q1 2024, an estimated $95.3K.
Rockbridge Investment Management first reported a position in Simon Property Group in Q2 2021 and held it in 2 quarters.
Rockbridge Investment Management's Simon Property Group position peaked at $95.3K in Q4 2023.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.