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TAP Consulting’s Simon Property Group SPG Stock Holding History

TAP Consulting’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
Q1 		– Sell
-1,270
Closed -$203K – 475
2021
Q4 		$203K Buy
+1,270
New +$194K 0.05% 134
2021
Q3 		– Sell
-1,717
Closed -$224K – 141
2021
Q2 		$224K Sell
1,717
-1,041
-38% -$129K 0.06% 127
2021
Q1 		$314K Sell
2,758
-24,654
-90% -$2.57M 0.1% 103
2020
Q4 		$2.34M Sell
27,412
-3,163
-10% -$242K 0.84% 43
2020
Q3 		$1.98M Buy
+30,575
New +$2M 0.78% 45

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAP Consulting's SPG Position: Q1 2022 in Review

TAP Consulting sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,270 shares — an estimated $203K sold.

TAP Consulting first reported a position in SPG in Q3 2020 and held it in 5 quarters. The position peaked at $2.34M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • TAP Consulting reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 1,270 Simon Property Group shares in Q1 2022, an estimated $203K.
  • TAP Consulting first reported a position in Simon Property Group in Q3 2020 and held it in 5 quarters.
  • TAP Consulting's Simon Property Group position peaked at $2.34M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.