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Stonnington Group’s Simon Property Group SPG Stock Holding History

Stonnington Group’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
Q1 		$229K Buy
+2,104
New +$251K 0.06% 221
2022
Q2 		– Sell
-3,100
Closed -$393K – 249
2022
Q1 		$393K Sell
3,100
-400
-11% -$57K 0.09% 174
2021
Q4 		$566K Buy
3,500
+400
+13% +$61.1K 0.12% 154
2021
Q3 		$409K Buy
3,100
+1,100
+55% +$143K 0.09% 181
2021
Q2 		$250K Sell
2,000
-1,000
-33% -$124K 0.06% 245
2021
Q1 		$353K Buy
+3,000
New +$313K 0.09% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stonnington Group's SPG Position: Q1 2023 in Review

Stonnington Group opened a new position in Simon Property Group (SPG) in Q1 2023: 2,104 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #221 among its holdings. This is a return to the name: Stonnington Group previously reported a position in SPG as recently as Q1 2022.

Stonnington Group first reported a position in SPG in Q1 2021 and has held it in 6 quarters since. The position peaked at $566K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • Stonnington Group held 2,104 shares of Simon Property Group worth $229K as of Q1 2023.
  • Simon Property Group was a new Stonnington Group position in Q1 2023.
  • Simon Property Group made up 0.06% of Stonnington Group's portfolio in Q1 2023, its #221 holding.
  • Stonnington Group first reported a position in Simon Property Group in Q1 2021 and has held it in 6 quarters since.
  • Stonnington Group's Simon Property Group position peaked at $566K in Q4 2021.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.