Trifecta Capital Advisors’s Simon Property Group SPG Stock Holding History

Trifecta Capital 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
2024 Q2	–	Sell	-75	Closed	-$11.7K	–	427
2024 Q1	$11.7K	Buy	+75	New	+$11K	﹤0.01%	198
2023 Q4	–	Sell	-68	Closed	-$7.35K	–	461
2023 Q3	$7.35K	Buy	+68	New	+$7.96K	﹤0.01%	224
2023 Q2	–	Sell	-370	Closed	-$41.4K	–	429
2023 Q1	$41.4K	Buy	370 +35	+10%	+$4.18K	0.01%	148
2022 Q4	$39.4K	Buy	+335	New	+$37.2K	0.02%	136

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Trifecta Capital Advisors's SPG Position: Q2 2024 in Review

Trifecta Capital Advisors sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 75 shares — an estimated $11.7K sold.

Trifecta Capital Advisors first reported a position in SPG in Q4 2022 and held it in 4 quarters. The position peaked at $41.4K in Q1 2023. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Trifecta Capital Advisors reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
Trifecta Capital Advisors sold 75 Simon Property Group shares in Q2 2024, an estimated $11.7K.
Trifecta Capital Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 4 quarters.
Trifecta Capital Advisors's Simon Property Group position peaked at $41.4K in Q1 2023.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Trifecta Capital Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.