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Teamwork Financial Advisors’s Simon Property Group SPG Stock Holding History

Teamwork Financial 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
Q1 		– Sell
-4,431
Closed -$521K – 209
2022
Q4 		$521K Sell
4,431
-122
-3% -$13.6K 0.1% 119
2022
Q3 		$409K Buy
4,553
+392
+9% +$40.1K 0.09% 138
2022
Q2 		$395K Sell
4,161
-61
-1% -$6.99K 0.09% 154
2022
Q1 		$555K Sell
4,222
-5,183
-55% -$738K 0.1% 164
2021
Q4 		$1.5M Sell
9,405
-6,966
-43% -$1.06M 0.28% 75
2021
Q3 		$2.13M Sell
16,371
-3,003
-16% -$391K 0.42% 41
2021
Q2 		$2.53M Sell
19,374
-10,473
-35% -$1.3M 0.52% 36
2021
Q1 		$3.4M Sell
29,847
-21,490
-42% -$2.24M 0.8% 20
2020
Q4 		$4.38M Sell
51,337
-24,886
-33% -$1.9M 1.04% 14
2020
Q3 		$4.93M Buy
+76,223
New +$5M 1.53% 11
2020
Q1 		– Sell
-5,337
Closed -$795K – 132
2019
Q4 		$795K Buy
+5,337
New +$800K 0.48% 48

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

Teamwork Financial Advisors's SPG Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 4,431 shares — an estimated $521K sold.

Teamwork Financial Advisors first reported a position in SPG in Q4 2019 and held it in 11 quarters. The position peaked at $4.93M in Q3 2020. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • Teamwork Financial Advisors reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,431 Simon Property Group shares in Q1 2023, an estimated $521K.
  • Teamwork Financial Advisors first reported a position in Simon Property Group in Q4 2019 and held it in 11 quarters.
  • Teamwork Financial Advisors's Simon Property Group position peaked at $4.93M in Q3 2020.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.