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Simplicity Solutions’s Simon Property Group SPG Stock Holding History

Simplicity Solutions’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 		$849K Buy
5,955
+340
+6% +$41.1K 0.02% 489
2023
Q3 		$607K Sell
5,615
-479
-8% -$56.1K 0.02% 548
2023
Q2 		$704K Sell
6,094
-526
-8% -$57.3K 0.02% 566
2023
Q1 		$741K Buy
6,620
+3,306
+100% +$395K 0.02% 573
2022
Q4 		$389K Buy
3,314
+734
+28% +$81.6K 0.05% 406
2022
Q3 		$232K Buy
2,580
+81
+3% +$8.29K 0.03% 546
2022
Q2 		$237K Buy
2,499
+483
+24% +$55.4K 0.03% 516
2022
Q1 		$265K Sell
2,016
-2,498
-55% -$356K 0.03% 506
2021
Q4 		$722K Buy
4,514
+2,407
+114% +$367K 0.08% 299
2021
Q3 		$274K Buy
2,107
+350
+20% +$45.6K 0.04% 473
2021
Q2 		$229K Buy
+1,757
New +$218K 0.05% 467
2020
Q1 		– Sell
-2,409
Closed -$359K – 886
2019
Q4 		$359K Sell
2,409
-299
-11% -$44.8K 0.01% 619
2019
Q3 		$421K Sell
2,708
-1,355
-33% -$211K 0.02% 460
2019
Q2 		$649K Buy
4,063
+842
+26% +$145K 0.03% 325
2019
Q1 		$587K Sell
3,221
-2,605
-45% -$463K 0.04% 362
2018
Q4 		$979K Buy
5,826
+3,338
+134% +$597K 0.13% 188
2018
Q3 		$440K Sell
2,488
-146
-6% -$25.8K 0.03% 296
2018
Q2 		$448K Buy
2,634
+267
+11% +$42.5K 0.03% 275
2018
Q1 		$365K Buy
2,367
+176
+8% +$28K 0.03% 249
2017
Q4 		$376K Buy
2,191
+124
+6% +$20.1K 0.04% 255
2017
Q3 		$333K Buy
+2,067
New +$330K 0.22% 133

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's SPG Position: Q4 2023 in Review

Simplicity Solutions increased its Simon Property Group (SPG) stake by 6.1% in Q4 2023, buying an estimated $41.1K and bringing the position to 5,955 shares worth $849K. The position accounts for 0.02% of the portfolio, ranked #489.

Simplicity Solutions first reported a position in SPG in Q3 2017 and has held it in 21 quarters since. The position peaked at $979K in Q4 2018. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Simplicity Solutions held 5,955 shares of Simon Property Group worth $849K as of Q4 2023.
  • Simplicity Solutions bought 340 Simon Property Group shares in Q4 2023, an estimated $41.1K.
  • Simon Property Group made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #489 holding.
  • Simplicity Solutions first reported a position in Simon Property Group in Q3 2017 and has held it in 21 quarters since.
  • Simplicity Solutions's Simon Property Group position peaked at $979K in Q4 2018.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.