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Sterling Financial Planning’s Simon Property Group SPG Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-167
Closed -$22K – 349
2021
Q3 		$22K Sell
167
-157
-48% -$20.4K 0.01% 258
2021
Q2 		$42K Hold
324
– – 0.03% 181
2021
Q1 		$37K Hold
324
– – 0.03% 178
2020
Q4 		$28K Buy
+324
New +$24.7K 0.02% 189

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Sterling Financial Planning's SPG Position: Q4 2021 in Review

Sterling Financial Planning sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 167 shares — an estimated $22K sold.

Sterling Financial Planning first reported a position in SPG in Q4 2020 and held it in 4 quarters. The position peaked at $42K in Q2 2021. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Sterling Financial Planning reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 167 Simon Property Group shares in Q4 2021, an estimated $22K.
  • Sterling Financial Planning first reported a position in Simon Property Group in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Simon Property Group position peaked at $42K in Q2 2021.
  • 1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.