SIAG
SPG icon

Safeguard Investment Advisory Group’s Simon Property Group SPG Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-137
Closed -$11K – 616
2020
Q4 		$11K Buy
+137
New +$10.5K 0.01% 395

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Investment Advisory Group's SPG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Simon Property Group (SPG) in Q1 2021, closing a stake of 137 shares — an estimated $11K sold.

Safeguard Investment Advisory Group first reported a position in SPG in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Simon Property Group position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 137 Simon Property Group shares in Q1 2021, an estimated $11K.
  • Safeguard Investment Advisory Group first reported a position in Simon Property Group in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Simon Property Group position peaked at $11K in Q4 2020.
  • 846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.