Ruedi Wealth Management’s Simon Property Group SPG Stock Holding History

Ruedi Wealth 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 Q3	–	Sell	-13	Closed	-$1.97K	–	473
2024 Q2	$1.97K	Buy	+13	New	+$1.92K	﹤0.01%	327

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ruedi Wealth Management's SPG Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 13 shares — an estimated $1.97K sold.

Ruedi Wealth Management first reported a position in SPG in Q2 2024 and held it in 1 quarter. The position peaked at $1.97K in Q2 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Ruedi Wealth Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 13 Simon Property Group shares in Q3 2024, an estimated $1.97K.
Ruedi Wealth Management first reported a position in Simon Property Group in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Simon Property Group position peaked at $1.97K in Q2 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.