Tempus Wealth Planning’s Simon Property Group SPG Stock Holding History

Tempus Wealth Planning’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 Q4	–	Sell	-3,029	Closed	-$272K	–	197
2022 Q3	$272K	Buy	+3,029	New	+$310K	0.18%	138

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

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

Norges Bank Oslo, Norway $935B AUM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tempus Wealth Planning's SPG Position: Q4 2022 in Review

Tempus Wealth Planning sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 3,029 shares — an estimated $272K sold.

Tempus Wealth Planning first reported a position in SPG in Q3 2022 and held it in 1 quarter. The position peaked at $272K in Q3 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Tempus Wealth Planning reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Tempus Wealth Planning sold 3,029 Simon Property Group shares in Q4 2022, an estimated $272K.
Tempus Wealth Planning first reported a position in Simon Property Group in Q3 2022 and held it in 1 quarter.
Tempus Wealth Planning's Simon Property Group position peaked at $272K in Q3 2022.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Tempus Wealth Planning's 13F filing for Q4 2022, filed 10 Feb 2023.