Segall Bryant & Hamill’s Simon Property Group SPG Stock Holding History

Segall Bryant & Hamill’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 Q4	–	Sell	-40,669	Closed	-$4.39M	–	471
2023 Q3	$4.39M	Sell	40,669 -755	-2%	-$88.4K	0.05%	339
2023 Q2	$4.78M	Sell	41,424 -503	-1%	-$54.8K	0.05%	347
2023 Q1	$4.69M	Sell	41,927 -1,293	-3%	-$154K	0.05%	345
2022 Q4	$5.08M	Sell	43,220 -12	-0%	-$1.33K	0.06%	321
2022 Q3	$3.89M	Buy	43,232 +27,206	+170%	+$2.78M	0.05%	350
2022 Q2	$1.52M	Sell	16,026 -43	-0.3%	-$4.93K	0.02%	459
2022 Q1	$2.12M	Buy	16,069 +187	+1%	+$26.6K	0.02%	435
2021 Q4	$2.54M	Buy	15,882 +10,478	+194%	+$1.6M	0.02%	390
2021 Q3	$699K	Buy	+5,404	New	+$703K	0.01%	579

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Segall Bryant & Hamill's SPG Position: Q4 2023 in Review

Segall Bryant & Hamill sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 40,669 shares — an estimated $4.39M sold.

Segall Bryant & Hamill first reported a position in SPG in Q3 2021 and held it in 9 quarters. The position peaked at $5.08M in Q4 2022. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Segall Bryant & Hamill reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 40,669 Simon Property Group shares in Q4 2023, an estimated $4.39M.
Segall Bryant & Hamill first reported a position in Simon Property Group in Q3 2021 and held it in 9 quarters.
Segall Bryant & Hamill's Simon Property Group position peaked at $5.08M in Q4 2022.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Segall Bryant & Hamill's 13F filing for Q4 2023, filed 14 Feb 2024.