Romano Brothers & Co’s Simon Property Group SPG Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-100	Closed	-$11.7K	–	874
2022 Q4	$11.7K	Buy	+100	New	+$11.1K	﹤0.01%	707

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Romano Brothers & Co's SPG Position: Q1 2023 in Review

Romano Brothers & Co sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 100 shares — an estimated $11.7K sold.

Romano Brothers & Co first reported a position in SPG in Q4 2022 and held it in 1 quarter. The position peaked at $11.7K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Romano Brothers & Co reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 100 Simon Property Group shares in Q1 2023, an estimated $11.7K.
Romano Brothers & Co first reported a position in Simon Property Group in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Simon Property Group position peaked at $11.7K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.