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Sutton Wealth Advisors’s Simon Property Group SPG Stock Holding History

Sutton Wealth Advisors’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
Q3 		$16.9K Buy
156
+11
+8% +$1.29K 0.01% 379
2023
Q2 		$16.7K Hold
145
– – 0.01% 371
2023
Q1 		$16.2K Hold
145
– – 0.01% 338
2022
Q4 		$17K Sell
145
-3
-2% -$333 0.01% 762
2022
Q3 		$13.3K Buy
148
+29
+24% +$2.97K 0.01% 802
2022
Q2 		$11.3K Buy
119
+20
+20% +$2.29K ﹤0.01% 864
2022
Q1 		$13K Hold
99
– – ﹤0.01% 861
2021
Q4 		$15.8K Hold
99
– – 0.01% 783
2021
Q3 		$12.9K Buy
99
+3
+3% +$390 ﹤0.01% 825
2021
Q2 		$12.5K Hold
96
– – ﹤0.01% 837
2021
Q1 		$10.9K Buy
96
+2
+2% +$209 ﹤0.01% 853
2020
Q4 		$8.02K Buy
94
+43
+84% +$3.28K ﹤0.01% 877
2020
Q3 		$3.3K Hold
51
– – ﹤0.01% 1012
2020
Q2 		$3.49K Buy
51
+21
+70% +$1.32K ﹤0.01% 984
2020
Q1 		$1.65K Sell
30
-229
-88% -$27.4K ﹤0.01% 1054
2019
Q4 		$38.6K Sell
259
-15
-5% -$2.25K 0.02% 383
2019
Q3 		$42.6K Hold
274
– – 0.02% 343
2019
Q2 		$43.8K Sell
274
-4
-1% -$689 0.03% 331
2019
Q1 		$50.7K Buy
278
+4
+1% +$711 0.03% 292
2018
Q4 		$46K Hold
274
– – 0.03% 286
2018
Q3 		$48.4K Hold
274
– – 0.03% 300
2018
Q2 		$46.6K Hold
274
– – 0.03% 302
2018
Q1 		$42.3K Hold
274
– – 0.03% 314
2017
Q4 		$47.1K Hold
274
– – 0.03% 291
2017
Q3 		$44.1K Buy
274
+15
+6% +$2.4K 0.03% 299
2017
Q2 		$41.9K Sell
259
-5
-2% -$814 0.03% 295
2017
Q1 		$45.4K Hold
264
– – 0.04% 284
2016
Q4 		$46.9K Sell
264
-3
-1% -$557 0.04% 281
2016
Q3 		$55.3K Buy
267
+3
+1% +$650 0.05% 240
2016
Q2 		$57.3K Hold
264
– – 0.05% 235
2016
Q1 		$54.8K Buy
+264
New +$50.7K 0.05% 236

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sutton Wealth Advisors's SPG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Simon Property Group (SPG) stake by 7.6% in Q3 2023, buying an estimated $1.29K and bringing the position to 156 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #379.

Sutton Wealth Advisors first reported a position in SPG in Q1 2016 and has held it in 31 quarters since. The position peaked at $57.3K in Q2 2016. 983 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

  • Sutton Wealth Advisors held 156 shares of Simon Property Group worth $16.9K as of Q3 2023.
  • Sutton Wealth Advisors bought 11 Simon Property Group shares in Q3 2023, an estimated $1.29K.
  • Simon Property Group made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #379 holding.
  • Sutton Wealth Advisors first reported a position in Simon Property Group in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Simon Property Group position peaked at $57.3K in Q2 2016.
  • 983 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.