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Sterling Investment Counsel’s Simon Property Group SPG Stock Holding History

Sterling Investment Counsel’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
2022
Q2 		– Sell
-1,901
Closed -$250K – 157
2022
Q1 		$250K Buy
+1,901
New +$271K 0.17% 126

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sterling Investment Counsel's SPG Position: Q2 2022 in Review

Sterling Investment Counsel sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,901 shares — an estimated $250K sold.

Sterling Investment Counsel first reported a position in SPG in Q1 2022 and held it in 1 quarter. The position peaked at $250K in Q1 2022. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Sterling Investment Counsel reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Counsel sold 1,901 Simon Property Group shares in Q2 2022, an estimated $250K.
  • Sterling Investment Counsel first reported a position in Simon Property Group in Q1 2022 and held it in 1 quarter.
  • Sterling Investment Counsel's Simon Property Group position peaked at $250K in Q1 2022.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Sterling Investment Counsel's 13F filing for Q2 2022, filed 18 Jul 2022.