Sargent Bickham Lagudis’s Simon Property Group SPG Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-150	Closed	-$19K	–	1006
2021 Q3	$19K	Hold	150	–	–	﹤0.01%	615
2021 Q2	$20K	Hold	150	–	–	﹤0.01%	610
2021 Q1	$17K	Buy	+150	New	+$15.6K	﹤0.01%	611
2018 Q3	–	Sell	-55	Closed	-$9K	–	789
2018 Q2	$9K	Buy	55 +1	+2%	+$159	﹤0.01%	608
2018 Q1	$8K	Buy	54 +1	+2%	+$159	﹤0.01%	623
2017 Q4	$9K	Sell	53 -356	-87%	-$57.8K	﹤0.01%	625
2017 Q3	$66K	Buy	409 +1	+0.2%	+$160	0.01%	330
2017 Q2	$66K	Hold	408	–	–	0.01%	315
2017 Q1	$70K	Buy	408 +1	+0.2%	+$179	0.01%	309
2016 Q4	$72K	Sell	407 -712	-64%	-$132K	0.01%	289
2016 Q3	$232	Buy	1,119 +349	+45%	+$75.7K	0.03%	194
2016 Q2	$167K	Buy	770 +184	+31%	+$37.6K	0.03%	222
2016 Q1	$122K	Buy	+586	New	+$113K	0.02%	255

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Sargent Bickham Lagudis's SPG Position: Q4 2021 in Review

Sargent Bickham Lagudis sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 150 shares — an estimated $19K sold.

Sargent Bickham Lagudis first reported a position in SPG in Q1 2016 and held it in 13 quarters. The position peaked at $167K in Q2 2016. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

Sargent Bickham Lagudis reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 150 Simon Property Group shares in Q4 2021, an estimated $19K.
Sargent Bickham Lagudis first reported a position in Simon Property Group in Q1 2016 and held it in 13 quarters.
Sargent Bickham Lagudis's Simon Property Group position peaked at $167K in Q2 2016.
1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2021, filed 18 Jan 2022.