Surevest’s Simon Property Group SPG Stock Holding History

Surevest’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 Q3	–	Sell	-9	Closed	-$1K	–	580
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	531
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	501
2021 Q4	$1K	Buy	+9	New	+$1.37K	﹤0.01%	511

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Surevest's SPG Position: Q3 2022 in Review

Surevest sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

Surevest first reported a position in SPG in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Surevest reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Surevest sold 9 Simon Property Group shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Simon Property Group in Q4 2021 and held it in 3 quarters.
Surevest's Simon Property Group position peaked at $1K in Q2 2022.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.