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

Selective 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
2022 Q4	–	Sell	-652	Closed	-$59K	–	637
2022 Q3	$59K	Sell	652 -149	-19%	-$15.2K	0.03%	277
2022 Q2	$76K	Buy	801 +359	+81%	+$41.1K	0.03%	259
2022 Q1	$58K	Buy	+442	New	+$63K	0.02%	280
2020 Q3	–	Sell	-11	Closed	-$1K	–	401
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	407
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	322
2019 Q4	$2K	Hold	11	–	–	﹤0.01%	299
2019 Q3	$2K	Buy	+11	New	+$1.71K	﹤0.01%	305

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Selective Wealth Management's SPG Position: Q4 2022 in Review

Selective Wealth Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 652 shares — an estimated $59K sold.

Selective Wealth Management first reported a position in SPG in Q3 2019 and held it in 7 quarters. The position peaked at $76K in Q2 2022. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Selective Wealth Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 652 Simon Property Group shares in Q4 2022, an estimated $59K.
Selective Wealth Management first reported a position in Simon Property Group in Q3 2019 and held it in 7 quarters.
Selective Wealth Management's Simon Property Group position peaked at $76K in Q2 2022.
993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.