Systematic Alpha Investments’s Simon Property Group SPG Stock Holding History

Systematic Alpha Investments’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
2024 Q1	–	Sell	-614	Closed	-$87.6K	–	265
2023 Q4	$87.6K	Hold	614	–	–	﹤0.01%	256
2023 Q3	$66.3K	Hold	614	–	–	﹤0.01%	258
2023 Q2	$70.9K	Hold	614	–	–	﹤0.01%	231
2023 Q1	$68.7K	Buy	+614	New	+$73.3K	﹤0.01%	257
2021 Q4	–	Sell	-614	Closed	-$90K	–	436
2021 Q3	$90K	Buy	+614	New	+$79.9K	﹤0.01%	284

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Systematic Alpha Investments's SPG Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 614 shares — an estimated $87.6K sold.

Systematic Alpha Investments first reported a position in SPG in Q3 2021 and held it in 5 quarters. The position peaked at $90K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Systematic Alpha Investments reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Systematic Alpha Investments sold 614 Simon Property Group shares in Q1 2024, an estimated $87.6K.
Systematic Alpha Investments first reported a position in Simon Property Group in Q3 2021 and held it in 5 quarters.
Systematic Alpha Investments's Simon Property Group position peaked at $90K in Q3 2021.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.