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TrustCore Financial Services’s Simon Property Group SPG Stock Holding History

TrustCore Financial Services’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 		$41.1K Hold
350
– – ﹤0.01% 490
2022
Q3 		$31K Buy
+350
New +$35.8K ﹤0.01% 538
2019
Q4 		– Sell
-334
Closed -$52K – 963
2019
Q3 		$52K Buy
+334
New +$51.9K 0.01% 355
2019
Q2 		– Hold
0
– – – 355
2019
Q1 		– Hold
0
– – – 283
2018
Q3 		– Hold
0
– – – 299
2018
Q2 		– Hold
0
– – – 290
2018
Q1 		– Hold
0
– – – 291
2017
Q4 		– Hold
0
– – – 268

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrustCore Financial Services's SPG Position: Q4 2022 in Review

TrustCore Financial Services held its Simon Property Group (SPG) position steady in Q4 2022 at 350 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

TrustCore Financial Services first reported a position in SPG in Q3 2019 and has held it in 3 quarters since. The position peaked at $52K in Q3 2019. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • TrustCore Financial Services held 350 shares of Simon Property Group worth $41.1K as of Q4 2022.
  • TrustCore Financial Services left its Simon Property Group share count unchanged in Q4 2022.
  • Simon Property Group made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #490 holding.
  • TrustCore Financial Services first reported a position in Simon Property Group in Q3 2019 and has held it in 3 quarters since.
  • TrustCore Financial Services's Simon Property Group position peaked at $52K in Q3 2019.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.