Sloy Dahl & Holst’s Simon Property Group SPG Stock Holding History

Sloy Dahl & Holst’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	-1,350	Closed	-$205K	–	104
2024 Q2	$205K	Sell	1,350 -330	-20%	-$48.6K	0.04%	86
2024 Q1	$263K	Hold	1,680	–	–	0.06%	68
2023 Q4	$240K	Buy	+1,680	New	+$203K	0.05%	77
2023 Q2	–	Sell	-2,139	Closed	-$240K	–	78
2023 Q1	$240K	Hold	2,139	–	–	0.05%	63
2022 Q4	$251K	Buy	+2,139	New	+$238K	0.09%	57
2022 Q3	–	Sell	-2,139	Closed	-$203K	–	80
2022 Q2	$203K	Hold	2,139	–	–	0.05%	75
2022 Q1	$281K	Hold	2,139	–	–	0.05%	57
2021 Q4	$278K	Hold	2,139	–	–	0.06%	69
2021 Q3	$278K	Hold	2,139	–	–	0.06%	69
2021 Q2	$279K	Hold	2,139	–	–	0.04%	53
2021 Q1	$243K	Buy	+2,139	New	+$223K	0.03%	56

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

Sloy Dahl & Holst's SPG Position: Q3 2024 in Review

Sloy Dahl & Holst sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,350 shares — an estimated $205K sold.

Sloy Dahl & Holst first reported a position in SPG in Q1 2021 and held it in 11 quarters. The position peaked at $281K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Sloy Dahl & Holst reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Sloy Dahl & Holst sold 1,350 Simon Property Group shares in Q3 2024, an estimated $205K.
Sloy Dahl & Holst first reported a position in Simon Property Group in Q1 2021 and held it in 11 quarters.
Sloy Dahl & Holst's Simon Property Group position peaked at $281K in Q1 2022.
1,129 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Sloy Dahl & Holst's 13F filing for Q3 2024, filed 17 Oct 2024.