Steph & Co’s Simon Property Group SPG Stock Holding History

Steph & Co’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
2021 Q3	–	Sell	-91	Closed	-$12K	–	275
2021 Q2	$12K	Hold	91	–	–	0.01%	214
2021 Q1	$10K	Hold	91	–	–	0.01%	214
2020 Q4	$8K	Buy	+91	New	+$6.95K	0.01%	219

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Steph & Co's SPG Position: Q3 2021 in Review

Steph & Co sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 91 shares — an estimated $12K sold.

Steph & Co first reported a position in SPG in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

Steph & Co reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
Steph & Co sold 91 Simon Property Group shares in Q3 2021, an estimated $12K.
Steph & Co first reported a position in Simon Property Group in Q4 2020 and held it in 3 quarters.
Steph & Co's Simon Property Group position peaked at $12K in Q2 2021.
915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Steph & Co's 13F filing for Q3 2021, filed 22 Oct 2021.