SkyOak Wealth’s Simon Property Group SPG Stock Holding History

SkyOak Wealth’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
2024 Q3	–	Sell	-1,784	Closed	-$271K	–	261
2024 Q2	$271K	Hold	1,784	–	–	0.06%	192
2024 Q1	$279K	Hold	1,784	–	–	0.07%	201
2023 Q4	$254K	Buy	+1,784	New	+$216K	0.07%	202

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SkyOak Wealth's SPG Position: Q3 2024 in Review

SkyOak Wealth sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,784 shares — an estimated $271K sold.

SkyOak Wealth first reported a position in SPG in Q4 2023 and held it in 3 quarters. The position peaked at $279K in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

SkyOak Wealth reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
SkyOak Wealth sold 1,784 Simon Property Group shares in Q3 2024, an estimated $271K.
SkyOak Wealth first reported a position in Simon Property Group in Q4 2023 and held it in 3 quarters.
SkyOak Wealth's Simon Property Group position peaked at $279K in Q1 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on SkyOak Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.