Stiles Financial Services’s Simon Property Group SPG Stock Holding History

Stiles Financial Services’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
2023 Q4	–	Sell	-1,979	Closed	-$214K	–	179
2023 Q3	$214K	Sell	1,979 -118	-6%	-$13.8K	0.11%	164
2023 Q2	$242K	Sell	2,097 -119	-5%	-$13K	0.12%	163
2023 Q1	$248K	Sell	2,216 -23	-1%	-$2.75K	0.13%	156
2022 Q4	$263K	Buy	+2,239	New	+$249K	0.15%	150
2022 Q3	–	Sell	-2,385	Closed	-$226K	–	182
2022 Q2	$226K	Buy	2,385 +151	+7%	+$17.3K	0.14%	148
2022 Q1	$310K	Buy	2,234 +98	+5%	+$14K	0.16%	130
2021 Q4	$341K	Buy	+2,136	New	+$326K	0.16%	131

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Stiles Financial Services's SPG Position: Q4 2023 in Review

Stiles Financial Services sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 1,979 shares — an estimated $214K sold.

Stiles Financial Services first reported a position in SPG in Q4 2021 and held it in 7 quarters. The position peaked at $341K in Q4 2021. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Stiles Financial Services reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Stiles Financial Services sold 1,979 Simon Property Group shares in Q4 2023, an estimated $214K.
Stiles Financial Services first reported a position in Simon Property Group in Q4 2021 and held it in 7 quarters.
Stiles Financial Services's Simon Property Group position peaked at $341K in Q4 2021.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Stiles Financial Services's 13F filing for Q4 2023, filed 26 Jan 2024.